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BOLTON SECURITIES CORPORATION’s iShares Global Consumer Staples ETF KXI Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$293K Buy
4,473
+43
+1% +$2.94K 0.01% 762
2026
Q2 		$299K Buy
4,430
+246
+6% +$16.7K 0.01% 766
2026
Q1 		$280K Buy
+4,184
New +$288K 0.01% 709
2025
Q3 		$256K Buy
+3,983
New +$260K 0.01% 677
2025
Q1 		$260K Buy
+4,054
New +$252K 0.02% 628

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morningstar Investment Management
Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
ICICI Prudential Asset Management
ICICI Prudential Asset Management Mumbai, India $965M AUM 30.07% 1-Year Est. Return
Northland Securities
Northland Securities Minneapolis, Minnesota $171M AUM 26.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's KXI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Global Consumer Staples ETF (KXI) stake by 0.97% in Q3 2026, buying an estimated $2.94K and bringing the position to 4,473 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #762.

BOLTON SECURITIES CORPORATION first reported a position in KXI in Q1 2025 and has held it in 5 quarters since. The position peaked at $299K in Q2 2026. 97 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,473 shares of iShares Global Consumer Staples ETF worth $293K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 43 iShares Global Consumer Staples ETF shares in Q3 2026, an estimated $2.94K.
  • iShares Global Consumer Staples ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #762 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Global Consumer Staples ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Global Consumer Staples ETF position peaked at $299K in Q2 2026.
  • 97 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.