Y.D. More Investments’s iShares Global Consumer Staples ETF KXI Stock Holding History

Y.D. More Investments’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 Q1	$1.17M	Buy	+17,500	New	+$1.2M	0.05%	106
2025 Q3	–	Sell	-50	Closed	-$3.27K	–	505
2025 Q2	$3.27K	Hold	50	–	–	﹤0.01%	400
2025 Q1	$3.2K	Hold	50	–	–	﹤0.01%	415
2024 Q4	$3.02K	Sell	50 -161	-76%	-$10.2K	﹤0.01%	398
2024 Q3	$13.9K	Hold	211	–	–	﹤0.01%	347
2024 Q2	$12.7K	Hold	211	–	–	﹤0.01%	365
2024 Q1	$12.9K	Hold	211	–	–	﹤0.01%	305
2023 Q4	$12.5K	Hold	211	–	–	﹤0.01%	313
2023 Q3	$12K	Hold	211	–	–	﹤0.01%	300
2023 Q2	$12.9K	Buy	211 +161	+322%	+$10K	﹤0.01%	279
2023 Q1	$3.1K	Hold	50	–	–	﹤0.01%	329
2022 Q4	$3K	Buy	+50	New	+$2.9K	﹤0.01%	385

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Y.D. More Investments's KXI Position: Q1 2026 in Review

Y.D. More Investments opened a new position in iShares Global Consumer Staples ETF (KXI) in Q1 2026: 17,500 shares worth $1.17M. The stake represents 0.05% of the portfolio and ranks #106 among its holdings. This is a return to the name: Y.D. More Investments previously reported a position in KXI as recently as Q2 2025.

Y.D. More Investments first reported a position in KXI in Q4 2022 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Y.D. More Investments held 17,500 shares of iShares Global Consumer Staples ETF worth $1.17M as of Q1 2026.
iShares Global Consumer Staples ETF was a new Y.D. More Investments position in Q1 2026.
iShares Global Consumer Staples ETF made up 0.05% of Y.D. More Investments's portfolio in Q1 2026, its #106 holding.
Y.D. More Investments first reported a position in iShares Global Consumer Staples ETF in Q4 2022 and has held it in 12 quarters since.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.