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Atria Wealth Solutions’s iShares China Large-Cap ETF FXI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$939K Buy
25,571
+5,620
+28% +$197K 0.02% 663
2025
Q1 		$715K Buy
+19,951
New +$675K 0.01% 1021

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Atria Wealth Solutions's FXI Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares China Large-Cap ETF (FXI) stake by 28% in Q2 2025, buying an estimated $197K and bringing the position to 25,571 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #663.

Atria Wealth Solutions first reported a position in FXI in Q1 2025 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold FXI as of Q2 2025.

  • Atria Wealth Solutions held 25,571 shares of iShares China Large-Cap ETF worth $939K as of Q2 2025.
  • Atria Wealth Solutions bought 5,620 iShares China Large-Cap ETF shares in Q2 2025, an estimated $197K.
  • iShares China Large-Cap ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #663 holding.
  • Atria Wealth Solutions first reported a position in iShares China Large-Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.