Baldwin Wealth Partners’s iShares China Large-Cap ETF FXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
+5,500
New +$202K 0.01% 212
2024
Q4
Sell
-80
Closed -$2.54K 538
2024
Q3
$2.54K Hold
80
﹤0.01% 928
2024
Q2
$2.08K Hold
80
﹤0.01% 654
2024
Q1
$1.93K Hold
80
﹤0.01% 643
2023
Q4
$1.92K Sell
80
-80
-50% -$1.92K ﹤0.01% 668
2023
Q3
$4.25K Hold
160
﹤0.01% 638
2023
Q2
$4.35K Hold
160
﹤0.01% 658
2023
Q1
$4.73K Hold
160
﹤0.01% 677
2022
Q4
$4.53K Hold
160
﹤0.01% 669
2022
Q3
$4K Hold
160
﹤0.01% 577
2022
Q2
$5K Hold
160
﹤0.01% 587
2022
Q1
$5K Sell
160
-2,340
-94% -$73.1K ﹤0.01% 588
2021
Q4
$92K Hold
2,500
0.01% 274
2021
Q3
$97K Hold
2,500
0.01% 262
2021
Q2
$115K Hold
2,500
0.01% 252
2021
Q1
$117K Hold
2,500
0.01% 240
2020
Q4
$116K Hold
2,500
0.01% 231
2020
Q3
$105K Hold
2,500
0.01% 230
2020
Q2
$99K Hold
2,500
0.01% 226
2020
Q1
$94K Hold
2,500
0.02% 206
2019
Q4
$109K Hold
2,500
0.02% 230
2019
Q3
$100K Hold
2,500
0.02% 231
2019
Q2
$107K Hold
2,500
0.02% 240
2019
Q1
$111K Hold
2,500
0.02% 234
2018
Q4
$97K Hold
2,500
0.02% 235
2018
Q3
$107K Hold
2,500
0.02% 244
2018
Q2
$107K Hold
2,500
0.02% 246
2018
Q1
$118K Hold
2,500
0.02% 229
2017
Q4
$115K Hold
2,500
0.02% 236
2017
Q3
$110K Hold
2,500
0.02% 228
2017
Q2
$99K Hold
2,500
0.02% 238
2017
Q1
$96K Hold
2,500
0.02% 239
2016
Q4
$87K Hold
2,500
0.02% 243
2016
Q3
$95K Hold
2,500
0.02% 236
2016
Q2
$86K Hold
2,500
0.02% 221
2016
Q1
$84K Buy
+2,500
New +$84K 0.02% 254