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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
2025-09-30 $242k 3.8k 64.37
2025-06-30 $246k 3.8k 65.37
2025-03-31 $244k 3.8k 64.04
2024-12-31 $232k 3.8k 60.28
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 Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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