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

Acorn Wealth 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
2018 Q3	–	Sell	-613	Closed	-$26K	–	238
2018 Q2	$26K	Buy	613 +5	+0.8%	+$234	0.02%	357
2018 Q1	$29K	Hold	608	–	–	0.03%	341
2017 Q4	$29K	Buy	+608	New	+$28.1K	0.03%	330

Other funds holding FXI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

GPC

Glen Point Capital London, United Kingdom $4.04M AUM 20.17% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Acorn Wealth Advisors's FXI Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q3 2018, closing a stake of 613 shares — an estimated $26K sold.

Acorn Wealth Advisors first reported a position in FXI in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q1 2018. 276 funds tracked by Wall St. Rank hold FXI as of Q3 2018.

Acorn Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 613 iShares China Large-Cap ETF shares in Q3 2018, an estimated $26K.
Acorn Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's iShares China Large-Cap ETF position peaked at $29K in Q1 2018.
276 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.