Wealthcare Advisory Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

Wealthcare Advisory Partners’s Portfolio KXI Stock Details KXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-153	Closed	-$9K	–	1257
2021 Q1	$9K	Buy	+153	New	+$8.69K	﹤0.01%	1487

Other funds holding KXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthcare Advisory Partners's KXI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2021, closing a stake of 153 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in KXI in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 114 funds tracked by Wall St. Rank hold KXI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares Global Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 153 iShares Global Consumer Staples ETF shares in Q2 2021, an estimated $9K.
Wealthcare Advisory Partners first reported a position in iShares Global Consumer Staples ETF in Q1 2021 and held it in 1 quarter.
Wealthcare Advisory Partners's iShares Global Consumer Staples ETF position peaked at $9K in Q1 2021.
114 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.