AWM
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Accurate Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Accurate Wealth Management’s Portfolio FXI Stock Details FXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-86
Closed -$2.72K – 692
2022
Q4 		$2.72K Buy
+86
New +$2.22K ﹤0.01% 1140

Other funds holding FXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Accurate Wealth Management's FXI Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2023, closing a stake of 86 shares — an estimated $2.72K sold.

Accurate Wealth Management first reported a position in FXI in Q4 2022 and held it in 1 quarter. The position peaked at $2.72K in Q4 2022. 259 funds tracked by Wall St. Rank hold FXI as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 86 iShares China Large-Cap ETF shares in Q1 2023, an estimated $2.72K.
  • Accurate Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares China Large-Cap ETF position peaked at $2.72K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.