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

Athena 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
Q2 		– Sell
-29,047
Closed -$1.04M – 114
2026
Q1 		$1.04M Buy
29,047
+767
+3% +$29.2K 0.85% 30
2025
Q4 		$1.08M Buy
+28,280
New +$1.12M 1.05% 14

Other funds holding FXI

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
AA
Ahara Advisors Jersey City, New Jersey $148M AUM
PCM
Ping Capital Management New York $401M AUM 32.08% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

Athena Wealth Management's FXI Position: Q2 2026 in Review

Athena Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q2 2026, closing a stake of 29,047 shares — an estimated $1.04M sold.

Athena Wealth Management first reported a position in FXI in Q4 2025 and held it in 2 quarters. The position peaked at $1.08M in Q4 2025. 49 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

  • Athena Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 29,047 iShares China Large-Cap ETF shares in Q2 2026, an estimated $1.04M.
  • Athena Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's iShares China Large-Cap ETF position peaked at $1.08M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.