Allie Family Office’s iShares China Large-Cap ETF FXI Stock Holding History

Allie Family Office’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	$323K	Sell	9,007 -4,703	-34%	-$179K	0.14%	75
2025 Q4	$525K	Hold	13,710	–	–	0.25%	58
2025 Q3	$564K	Buy	13,710 +7,790	+132%	+$301K	0.27%	51
2025 Q2	$218K	Sell	5,920 -6,553	-53%	-$229K	0.11%	83
2025 Q1	$447K	Hold	12,473	–	–	0.24%	56
2024 Q4	$380K	Sell	12,473 -1,500	-11%	-$47.3K	0.21%	59
2024 Q3	$473K	Hold	13,973	–	–	0.25%	54
2024 Q2	$387K	Hold	13,973	–	–	0.23%	57
2024 Q1	$360K	Hold	13,973	–	–	0.21%	54
2023 Q4	$361K	Buy	13,973 +2,380	+21%	+$60.3K	0.25%	49
2023 Q3	$308K	Hold	11,593	–	–	0.25%	46
2023 Q2	$315K	Hold	11,593	–	–	0.23%	49
2023 Q1	$342K	Sell	11,593 -8,980	-44%	-$270K	0.26%	50
2022 Q4	$582K	Sell	20,573 -920	-4%	-$23.8K	0.48%	32
2022 Q3	$556K	Hold	21,493	–	–	0.48%	33
2022 Q2	$729K	Hold	21,493	–	–	0.59%	27
2022 Q1	$687K	Buy	21,493 +6,553	+44%	+$231K	0.53%	30
2021 Q4	$547K	Buy	+14,940	New	+$586K	0.43%	45

Other funds holding FXI

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Allie Family Office's FXI Position: Q1 2026 in Review

Allie Family Office reduced its iShares China Large-Cap ETF (FXI) stake by 34% in Q1 2026, selling an estimated $179K and leaving 9,007 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #75.

Allie Family Office first reported a position in FXI in Q4 2021 and has held it in 18 quarters since. The position peaked at $729K in Q2 2022. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Allie Family Office held 9,007 shares of iShares China Large-Cap ETF worth $323K as of Q1 2026.
Allie Family Office sold 4,703 iShares China Large-Cap ETF shares in Q1 2026, an estimated $179K.
iShares China Large-Cap ETF made up 0.14% of Allie Family Office's portfolio in Q1 2026, its #75 holding.
Allie Family Office first reported a position in iShares China Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Allie Family Office's iShares China Large-Cap ETF position peaked at $729K in Q2 2022.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.