Bartlett & Co Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Bartlett & Co 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 Q1	–	Sell	-519	Closed	-$22.6K	–	863
2019 Q4	$22.6K	Hold	519	–	–	﹤0.01%	643
2019 Q3	$20.7K	Hold	519	–	–	﹤0.01%	649
2019 Q2	$22.2K	Hold	519	–	–	﹤0.01%	522
2019 Q1	$23K	Hold	519	–	–	﹤0.01%	507
2018 Q4	$20.3K	Hold	519	–	–	﹤0.01%	519
2018 Q3	$22.2K	Buy	+519	New	+$22K	﹤0.01%	534

Other funds holding FXI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bartlett & Co Wealth Management's FXI Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2020, closing a stake of 519 shares — an estimated $22.6K sold.

Bartlett & Co Wealth Management first reported a position in FXI in Q3 2018 and held it in 6 quarters. The position peaked at $23K in Q1 2019. 264 funds tracked by Wall St. Rank hold FXI as of Q1 2020.

Bartlett & Co Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 519 iShares China Large-Cap ETF shares in Q1 2020, an estimated $22.6K.
Bartlett & Co Wealth Management first reported a position in iShares China Large-Cap ETF in Q3 2018 and held it in 6 quarters.
Bartlett & Co Wealth Management's iShares China Large-Cap ETF position peaked at $23K in Q1 2019.
264 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.