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