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Wetzel Investment Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-1,970
Closed -$120K – 546
2024
Q2 		$120K Hold
1,970
– – 0.07% 157
2024
Q1 		$116K Buy
1,970
+62
+3% +$3.71K 0.07% 167
2023
Q4 		$113K Buy
+1,908
New +$110K 0.07% 166

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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 $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wetzel Investment Advisors's KXI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2024, closing a stake of 1,970 shares — an estimated $120K sold.

Wetzel Investment Advisors first reported a position in KXI in Q4 2023 and held it in 3 quarters. The position peaked at $120K in Q2 2024. 120 funds tracked by Wall St. Rank hold KXI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,970 iShares Global Consumer Staples ETF shares in Q3 2024, an estimated $120K.
  • Wetzel Investment Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Global Consumer Staples ETF position peaked at $120K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.