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Ackerman Capital Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Ackerman Capital Advisors’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
2021
Q3 		– Sell
-16,278
Closed -$754K – 130
2021
Q2 		$754K Hold
16,278
– – 0.18% 49
2021
Q1 		$760K Buy
16,278
+500
+3% +$24.8K 0.18% 53
2020
Q4 		$733K Buy
15,778
+6,274
+66% +$286K 0.19% 52
2020
Q3 		$399K Hold
9,504
– – 0.11% 65
2020
Q2 		$377K Sell
9,504
-316
-3% -$12.3K 0.11% 64
2020
Q1 		$369K Sell
9,820
-427
-4% -$17.4K 0.14% 51
2019
Q4 		$447K Hold
10,247
– – 0.13% 99
2019
Q3 		$408K Hold
10,247
– – 0.14% 85
2019
Q2 		$438 Hold
10,247
– – ﹤0.01% 112
2019
Q1 		$454 Buy
+10,247
New +$437K ﹤0.01% 108

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CS
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return