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

Baystate 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
2021
Q1 		– Sell
-121
Closed -$6K – 755
2020
Q4 		$6K Buy
+121
New +$5.52K ﹤0.01% 474

Other funds holding FXI

UBS Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Baystate Wealth Management's FXI Position: Q1 2021 in Review

Baystate Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2021, closing a stake of 121 shares — an estimated $6K sold.

Baystate Wealth Management first reported a position in FXI in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 284 funds tracked by Wall St. Rank hold FXI as of Q1 2021.

  • Baystate Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 121 iShares China Large-Cap ETF shares in Q1 2021, an estimated $6K.
  • Baystate Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Baystate Wealth Management's iShares China Large-Cap ETF position peaked at $6K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2021.

Based on Baystate Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.