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Wealthspire Advisors (New York)’s iShares Global Consumer Staples ETF KXI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-220
Closed -$14.2K – 2040
2025
Q3 		$14.2K Buy
+220
New +$14.4K ﹤0.01% 1854

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthspire Advisors (New York)'s KXI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2025, closing a stake of 220 shares — an estimated $14.2K sold.

Wealthspire Advisors (New York) first reported a position in KXI in Q3 2025 and held it in 1 quarter. The position peaked at $14.2K in Q3 2025. 125 funds tracked by Wall St. Rank hold KXI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Global Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 220 iShares Global Consumer Staples ETF shares in Q4 2025, an estimated $14.2K.
  • Wealthspire Advisors (New York) first reported a position in iShares Global Consumer Staples ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Global Consumer Staples ETF position peaked at $14.2K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.