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B. Riley Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

B. Riley 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
2020
Q2 		– Sell
-5,710
Closed -$214K – 470
2020
Q1 		$214K Buy
+5,710
New +$232K 0.02% 421
2014
Q4 		– Sell
-100
Closed -$3K – 1037
2014
Q3 		$3K Sell
100
-165
-62% -$6.61K ﹤0.01% 952
2014
Q2 		$9K Hold
265
– – 0.01% 845
2014
Q1 		$9K Buy
+265
New +$9.28K 0.01% 787

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

B. Riley Wealth Management's FXI Position: Q2 2020 in Review

B. Riley Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q2 2020, closing a stake of 5,710 shares — an estimated $214K sold.

B. Riley Wealth Management first reported a position in FXI in Q1 2014 and held it in 4 quarters. The position peaked at $214K in Q1 2020. 264 funds tracked by Wall St. Rank hold FXI as of Q2 2020.

  • B. Riley Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,710 iShares China Large-Cap ETF shares in Q2 2020, an estimated $214K.
  • B. Riley Wealth Management first reported a position in iShares China Large-Cap ETF in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's iShares China Large-Cap ETF position peaked at $214K in Q1 2020.
  • 264 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.