Bank of Montreal’s iShares China Large-Cap ETF FXI Stock Holding History

Bank of Montreal’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
2026 Q1	$5.59M	Sell	155,600 -10,549,200	-99%	-$401M	﹤0.01%	1286
2025 Q4	$410M	Buy	10,704,800 +3,000	+0%	+$119K	0.14%	114
2025 Q3	$440M	Buy	10,701,800 +10,247,500	+2,256%	+$396M	0.17%	94
2025 Q2	$16.7M	Sell	454,300 -2,826,000	-86%	-$99M	0.01%	802
2025 Q1	$118M	Buy	+3,280,300	New	+$111M	0.06%	236
2024 Q2	–	Sell	-1,000,000	Closed	-$24M	–	3998
2024 Q1	$24M	Buy	1,000,000 +950,000	+1,900%	+$21.9M	0.01%	677
2023 Q4	$1.2M	Buy	+50,000	New	+$1.27M	﹤0.01%	1951
2023 Q3	–	Sell	-1,000,000	Closed	-$28.9M	–	3962
2023 Q2	$28.9M	Buy	+1,000,000	New	+$28.1M	0.01%	601
2023 Q1	–	Sell	-148,300	Closed	-$4.38M	–	3927
2022 Q4	$4.38M	Buy	+148,300	New	+$3.83M	﹤0.01%	1365
2022 Q3	–	Sell	-25,000	Closed	-$867	–	4182
2022 Q2	$867	Sell	25,000 -230,000	-90%	-$7.21M	﹤0.01%	2402
2022 Q1	$8.5M	Buy	+255,000	New	+$8.99M	﹤0.01%	1223
2020 Q2	–	Sell	-500,000	Closed	-$18.7M	–	4692
2020 Q1	$18.7M	Buy	+500,000	New	+$20.4M	0.02%	518
2019 Q4	–	Sell	-300,000	Closed	-$11.9M	–	4901
2019 Q3	$11.9M	Hold	300,000	–	–	0.01%	807
2019 Q2	$12.8M	Buy	+300,000	New	+$12.8M	0.01%	800
2019 Q1	–	Sell	-225,000	Closed	-$8.79M	–	4473
2018 Q4	$8.79M	Buy	+225,000	New	+$9.09M	0.01%	832
2018 Q2	–	Sell	-19,000	Closed	-$898K	–	4767
2018 Q1	$898K	Buy	+19,000	New	+$933K	﹤0.01%	1972
2017 Q4	–	Sell	-16,100	Closed	-$709K	–	4215
2017 Q3	$709K	Sell	16,100 -600,000	-97%	-$25.7M	﹤0.01%	2127
2017 Q2	$24.5M	Sell	616,100 -50,000	-8%	-$1.96M	0.02%	535
2017 Q1	$25.6M	Buy	+666,100	New	+$25.1M	0.02%	490
2015 Q4	–	Sell	-50,000	Closed	-$1.77M	–	4296
2015 Q3	$1.77M	Sell	50,000 -40,000	-44%	-$1.55M	﹤0.01%	1347
2015 Q2	$4.15M	Buy	+90,000	New	+$4.46M	﹤0.01%	1125
2015 Q1	–	Sell	-30,000	Closed	-$1.25M	–	4050
2014 Q4	$1.25M	Sell	30,000 -20,000	-40%	-$790K	﹤0.01%	1602
2014 Q3	$1.91M	Sell	50,000 -150,000	-75%	-$6.01M	﹤0.01%	1491
2014 Q2	$7.41M	Buy	200,000 +100,000	+100%	+$3.62M	0.01%	940
2014 Q1	$3.58M	Buy	+100,000	New	+$3.5M	﹤0.01%	1066
2013 Q4	–	Sell	-200,000	Closed	-$7.42M	–	3786
2013 Q3	$7.42M	Hold	200,000	–	–	0.01%	624
2013 Q2	$6.5M	Buy	+200,000	New	+$7.2M	0.01%	644

Other funds holding FXI

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

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

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

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

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

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

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal's FXI Position: Q1 2026 in Review

Bank of Montreal reduced its iShares China Large-Cap ETF (FXI) stake by 50% in Q1 2026, selling an estimated $152M and leaving 3,955,858 shares worth $142M. The position accounts for 0.05% of the portfolio, ranked #283.

Bank of Montreal first reported a position in FXI in Q2 2013 and has held it in 52 quarters since. The position peaked at $354M in Q3 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Bank of Montreal held 3,955,858 shares of iShares China Large-Cap ETF worth $142M as of Q1 2026.
Bank of Montreal sold 3,999,241 iShares China Large-Cap ETF shares in Q1 2026, an estimated $152M.
iShares China Large-Cap ETF made up 0.05% of Bank of Montreal's portfolio in Q1 2026, its #283 holding.
Bank of Montreal first reported a position in iShares China Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's iShares China Large-Cap ETF position peaked at $354M in Q3 2025.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.