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AE Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

AE Wealth Management’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
2026
Q1 		$36.6K Sell
1,019
-1,490
-59% -$56.7K ﹤0.01% 2029
2025
Q4 		$96.1K Sell
2,509
-628
-20% -$24.9K ﹤0.01% 1713
2025
Q3 		$129K Sell
3,137
-1,750
-36% -$67.6K ﹤0.01% 1499
2025
Q2 		$180K Sell
4,887
-4,100
-46% -$144K ﹤0.01% 1339
2025
Q1 		$322K Buy
8,987
+8,326
+1,260% +$282K ﹤0.01% 1053
2024
Q4 		$20.1K Buy
+661
New +$20.8K ﹤0.01% 1734
2023
Q1 		– Sell
-91,170
Closed -$2.58M – 1920
2022
Q4 		$2.58M Buy
+91,170
New +$2.36M 0.02% 657
2022
Q3 		– Sell
-46,703
Closed -$1.58M – 1793
2022
Q2 		$1.58M Buy
+46,703
New +$1.46M 0.01% 742
2022
Q1 		– Sell
-10,982
Closed -$402K – 1726
2021
Q4 		$402K Buy
10,982
+5,396
+97% +$212K ﹤0.01% 1343
2021
Q3 		$217K Buy
+5,586
New +$231K ﹤0.01% 1506
2020
Q1 		– Sell
-66,341
Closed -$2.89M – 1175
2019
Q4 		$2.89M Buy
+66,341
New +$2.77M 0.06% 270

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's FXI Position: Q1 2026 in Review

AE Wealth Management reduced its iShares China Large-Cap ETF (FXI) stake by 59% in Q1 2026, selling an estimated $56.7K and leaving 1,019 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

AE Wealth Management first reported a position in FXI in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.89M in Q4 2019. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • AE Wealth Management held 1,019 shares of iShares China Large-Cap ETF worth $36.6K as of Q1 2026.
  • AE Wealth Management sold 1,490 iShares China Large-Cap ETF shares in Q1 2026, an estimated $56.7K.
  • iShares China Large-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2029 holding.
  • AE Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2019 and has held it in 11 quarters since.
  • AE Wealth Management's iShares China Large-Cap ETF position peaked at $2.89M in Q4 2019.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.