AE Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $180K | Sell |
4,887
-4,100
| -46% | -$151K | ﹤0.01% | 1339 |
|
2025
Q1 | $322K | Buy |
8,987
+8,326
| +1,260% | +$298K | ﹤0.01% | 1053 |
|
2024
Q4 | $20.1K | Buy |
+661
| New | +$20.1K | ﹤0.01% | 1734 |
|
2023
Q1 | – | Sell |
-91,170
| Closed | -$2.58M | – | 1917 |
|
2022
Q4 | $2.58M | Buy |
+91,170
| New | +$2.58M | 0.02% | 657 |
|
2022
Q3 | – | Sell |
-46,703
| Closed | -$1.58M | – | 1789 |
|
2022
Q2 | $1.58M | Buy |
+46,703
| New | +$1.58M | 0.01% | 740 |
|
2022
Q1 | – | Sell |
-10,982
| Closed | -$402K | – | 1721 |
|
2021
Q4 | $402K | Buy |
10,982
+5,396
| +97% | +$198K | ﹤0.01% | 1343 |
|
2021
Q3 | $217K | Buy |
+5,586
| New | +$217K | ﹤0.01% | 1502 |
|
2020
Q1 | – | Sell |
-66,341
| Closed | -$2.89M | – | 1164 |
|
2019
Q4 | $2.89M | Buy |
+66,341
| New | +$2.89M | 0.06% | 270 |
|