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

Avior 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
2025 Q1	–	Sell	-60	Closed	-$1.83K	–	1341
2024 Q4	$1.83K	Buy	+60	New	+$1.89K	﹤0.01%	2132
2021 Q3	–	Sell	-10	Closed	–	–	1100
2021 Q2	$0	Hold	10	–	–	﹤0.01%	1077
2021 Q1	$0	Hold	10	–	–	﹤0.01%	1060
2020 Q4	$0	Sell	10 -135	-93%	-$6.16K	﹤0.01%	1013
2020 Q3	$6K	Buy	145 +11	+8%	+$473	﹤0.01%	732
2020 Q2	$5K	Buy	+134	New	+$5.23K	﹤0.01%	719
2016 Q1	–	Sell	-17	Closed	-$1K	–	493
2015 Q4	$1K	Buy	+17	New	+$639	﹤0.01%	432

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

CLGM

Capitolis Liquid Global Markets New York $23B AUM 48.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Avior Wealth Management's FXI Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2025, closing a stake of 60 shares — an estimated $1.83K sold.

Avior Wealth Management first reported a position in FXI in Q4 2015 and held it in 7 quarters. The position peaked at $6K in Q3 2020. 371 funds tracked by Wall St. Rank hold FXI as of Q1 2025.

Avior Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 60 iShares China Large-Cap ETF shares in Q1 2025, an estimated $1.83K.
Avior Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2015 and held it in 7 quarters.
Avior Wealth Management's iShares China Large-Cap ETF position peaked at $6K in Q3 2020.
371 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.