AWA
FXI icon

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

Arkadios 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
2021
Q4 		– Sell
-155
Closed -$6K – 1030
2021
Q3 		$6K Sell
155
-252
-62% -$10.4K ﹤0.01% 1559
2021
Q2 		$18K Buy
407
+100
+33% +$4.62K ﹤0.01% 1327
2021
Q1 		$14K Buy
307
+200
+187% +$9.93K ﹤0.01% 1081
2020
Q4 		$4K Buy
+107
New +$4.88K ﹤0.01% 1151

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return

Arkadios Wealth Advisors's FXI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q4 2021, closing a stake of 155 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in FXI in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q2 2021. 274 funds tracked by Wall St. Rank hold FXI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 155 iShares China Large-Cap ETF shares in Q4 2021, an estimated $6K.
  • Arkadios Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's iShares China Large-Cap ETF position peaked at $18K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.