Acima Private Wealth’s iShares China Large-Cap ETF FXI Stock Holding History

Acima Private Wealth’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
2020 Q1	–	Sell	-3,130	Closed	-$137K	–	272
2019 Q4	$137K	Hold	3,130	–	–	0.09%	155
2019 Q3	$124K	Hold	3,130	–	–	0.09%	154
2019 Q2	$134K	Hold	3,130	–	–	0.11%	142
2019 Q1	$139K	Hold	3,130	–	–	0.12%	138
2018 Q4	$122K	Buy	+3,130	New	+$126K	0.12%	140

Other funds holding FXI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Acima Private Wealth's FXI Position: Q1 2020 in Review

Acima Private Wealth sold out of iShares China Large-Cap ETF (FXI) in Q1 2020, closing a stake of 3,130 shares — an estimated $137K sold.

Acima Private Wealth first reported a position in FXI in Q4 2018 and held it in 5 quarters. The position peaked at $139K in Q1 2019. 264 funds tracked by Wall St. Rank hold FXI as of Q1 2020.

Acima Private Wealth reported no remaining iShares China Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
Acima Private Wealth sold 3,130 iShares China Large-Cap ETF shares in Q1 2020, an estimated $137K.
Acima Private Wealth first reported a position in iShares China Large-Cap ETF in Q4 2018 and held it in 5 quarters.
Acima Private Wealth's iShares China Large-Cap ETF position peaked at $139K in Q1 2019.
264 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2020.

Based on Acima Private Wealth's 13F filing for Q1 2020, filed 1 May 2020.