Beacon Pointe Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Beacon Pointe Advisors’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	$492K	Buy	13,698 +3,533	+35%	+$134K	﹤0.01%	1309
2025 Q4	$389K	Buy	+10,165	New	+$403K	﹤0.01%	1156
2025 Q2	–	Sell	-6,980	Closed	-$250K	–	1265
2025 Q1	$250K	Buy	+6,980	New	+$236K	﹤0.01%	1083
2024 Q4	–	Sell	-6,813	Closed	-$217K	–	1235
2024 Q3	$217K	Buy	+6,813	New	+$180K	﹤0.01%	1138
2023 Q4	–	Sell	-8,098	Closed	-$215K	–	1349
2023 Q3	$215K	Buy	+8,098	New	+$224K	﹤0.01%	1201
2023 Q2	–	Sell	-7,036	Closed	-$208K	–	1120
2023 Q1	$208K	Buy	+7,036	New	+$211K	﹤0.01%	1059
2022 Q4	–	Sell	-18,025	Closed	-$468K	–	1078
2022 Q3	$468K	Sell	18,025 -5,289	-23%	-$158K	0.01%	656
2022 Q2	$791K	Sell	23,314 -466	-2%	-$14.6K	0.02%	528
2022 Q1	$760K	Sell	23,780 -7,972	-25%	-$281K	0.01%	690
2021 Q4	$1.16M	Sell	31,752 -4,564	-13%	-$179K	0.03%	352
2021 Q3	$1.41M	Buy	36,316 +8,240	+29%	+$340K	0.03%	343
2021 Q2	$1.3M	Buy	+28,076	New	+$1.3M	0.05%	288

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 $235B AUM 32.99% 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 $5.72T AUM 30.48% 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

Beacon Pointe Advisors's FXI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares China Large-Cap ETF (FXI) stake by 35% in Q1 2026, buying an estimated $134K and bringing the position to 13,698 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Beacon Pointe Advisors first reported a position in FXI in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.41M in Q3 2021. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Beacon Pointe Advisors held 13,698 shares of iShares China Large-Cap ETF worth $492K as of Q1 2026.
Beacon Pointe Advisors bought 3,533 iShares China Large-Cap ETF shares in Q1 2026, an estimated $134K.
iShares China Large-Cap ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1309 holding.
Beacon Pointe Advisors first reported a position in iShares China Large-Cap ETF in Q2 2021 and has held it in 12 quarters since.
Beacon Pointe Advisors's iShares China Large-Cap ETF position peaked at $1.41M in Q3 2021.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.