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iShares S&P Global Consumer Staple shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Consumer Staple by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 3.2k 65.75
2024-03-31 $201k 3.3k 61.03
2023-12-31 $228k 3.8k 59.29

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding iShares S&P Global Consumer Staple

Fisher Investments
BlackRock
Federation des caisses Desjardins du Quebec
Morningstar Investment Management
UBS Group
LPL Financial
Money Design
Envestnet Asset Management
Wells Fargo & Company
ICICI Prudential Asset Management
Creative Planning
Bank of America Corporation
Susquehanna International
Branch Banking & Trust Company
Ameriprise Financial

View all funds holding iShares S&P Global Consumer Staple