Avantax Advisory Services’s iShares China Large-Cap ETF FXI Stock Holding History

Avantax Advisory Services’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	$215K	Sell	5,860 -28,448	-83%	-$996K	﹤0.01%	2153
2025 Q1	$1.23M	Sell	34,308 -9,400	-22%	-$318K	0.01%	986
2024 Q4	$1.33M	Buy	+43,708	New	+$1.38M	0.01%	912
2020 Q4	–	Sell	-10,410	Closed	-$435K	–	1084
2020 Q3	$435K	Buy	+10,410	New	+$448K	0.01%	849

Other funds holding FXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Avantax Advisory Services's FXI Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares China Large-Cap ETF (FXI) stake by 83% in Q2 2025, selling an estimated $996K and leaving 5,860 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Avantax Advisory Services first reported a position in FXI in Q3 2020 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2024. 365 funds tracked by Wall St. Rank hold FXI as of Q2 2025.

Avantax Advisory Services held 5,860 shares of iShares China Large-Cap ETF worth $215K as of Q2 2025.
Avantax Advisory Services sold 28,448 iShares China Large-Cap ETF shares in Q2 2025, an estimated $996K.
iShares China Large-Cap ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2153 holding.
Avantax Advisory Services first reported a position in iShares China Large-Cap ETF in Q3 2020 and has held it in 4 quarters since.
Avantax Advisory Services's iShares China Large-Cap ETF position peaked at $1.33M in Q4 2024.
365 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.