Synergy Investment Management »

iShares S&P Global Consumer Staple shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment 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 Synergy Investment 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 200 67.01
2025-03-31 $13k 200 64.05
2024-12-31 $12k 200 60.29

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding iShares S&P Global Consumer Staple

Fisher Investments
BlackRock
Morgan Stanley
Morningstar Investment Management
Federation des caisses Desjardins du Quebec
Bank of America Corporation
UBS Group
Banco Santander
LPL Financial
Raymond James Financial
ICICI Prudential Asset Management
Creative Planning
Northland Securities
Wells Fargo & Company
Citadel Advisors

View all funds holding iShares S&P Global Consumer Staple