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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
2026
Q2 		$200K Buy
+2,968
New +$202K 0.07% 137
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 $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Wetzel Investment Advisors's KXI Position: Q2 2026 in Review

Wetzel Investment Advisors opened a new position in iShares Global Consumer Staples ETF (KXI) in Q2 2026: 2,968 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #137 among its holdings. This is a return to the name: Wetzel Investment Advisors previously reported a position in KXI as recently as Q2 2024.

Wetzel Investment Advisors first reported a position in KXI in Q4 2023 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Wetzel Investment Advisors held 2,968 shares of iShares Global Consumer Staples ETF worth $200K as of Q2 2026.
  • iShares Global Consumer Staples ETF was a new Wetzel Investment Advisors position in Q2 2026.
  • iShares Global Consumer Staples ETF made up 0.07% of Wetzel Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • Wetzel Investment Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2023 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.