180 Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,173
Closed -$217K 389
2023
Q3
$217K Sell
8,173
-41
-0.5% -$1.13K 0.05% 316
2023
Q2
$228K Buy
8,214
+443
+6% +$12.4K 0.05% 305
2023
Q1
$229K Buy
7,771
+238
+3% +$7.15K 0.05% 309
2022
Q4
$251K Buy
+7,533
New +$195K 0.06% 300

Other funds holding FXI

180 Wealth Advisors's FXI Position: Q4 2023 in Review

180 Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q4 2023, closing a stake of 8,173 shares — an estimated $217K sold.

180 Wealth Advisors first reported a position in FXI in Q4 2022 and held it in 4 quarters. The position peaked at $251K in Q4 2022. 236 funds tracked by Wall St. Rank hold FXI as of Q4 2023.

  • 180 Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • 180 Wealth Advisors sold 8,173 iShares China Large-Cap ETF shares in Q4 2023, an estimated $217K.
  • 180 Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q4 2022 and held it in 4 quarters.
  • 180 Wealth Advisors's iShares China Large-Cap ETF position peaked at $251K in Q4 2022.
  • 236 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2023.

Based on 180 Wealth Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.