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

Axxcess 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
2022
Q3 		– Sell
-7,000
Closed -$237K – 574
2022
Q2 		$237K Buy
+7,000
New +$219K 0.02% 454

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axxcess Wealth Management's FXI Position: Q3 2022 in Review

Axxcess Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q3 2022, closing a stake of 7,000 shares — an estimated $237K sold.

Axxcess Wealth Management first reported a position in FXI in Q2 2022 and held it in 1 quarter. The position peaked at $237K in Q2 2022. 244 funds tracked by Wall St. Rank hold FXI as of Q3 2022.

  • Axxcess Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,000 iShares China Large-Cap ETF shares in Q3 2022, an estimated $237K.
  • Axxcess Wealth Management first reported a position in iShares China Large-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares China Large-Cap ETF position peaked at $237K in Q2 2022.
  • 244 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.