AE Wealth Management »

iShares S&P Global Consumer Staple shares owned by AE Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Consumer Staple (KXI) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in iShares S&P Global Consumer Staple

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Consumer Staple held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Consumer Staple by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $66k 1.0k 64.37
2025-06-30 $66k 1.0k 65.38
2025-03-31 $41k 633 64.05
2024-12-31 $38k 633 60.29
2021-06-30 $473k 7.7k 61.17
2021-03-31 $432k 7.4k 58.08
2020-12-31 $424k 7.3k 58.27
2020-09-30 $367k 6.6k 55.41
2020-06-30 $484k 9.4k 51.71

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding iShares S&P Global Consumer Staple

Fisher Investments
BlackRock
LPL Financial
Morgan Stanley
Morningstar Investment Management
Federation des caisses Desjardins du Quebec
UBS Group
Money Design
Raymond James Financial
ICICI Prudential Asset Management
Creative Planning
Jane Street
Envestnet Asset Management
Wells Fargo & Company
Royal Bank of Canada

View all funds holding iShares S&P Global Consumer Staple