Beam Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Beam Wealth 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
2021 Q2	–	Sell	-13,188	Closed	-$615K	–	144
2021 Q1	$615K	Sell	13,188 -470	-3%	-$23.3K	0.55%	66
2020 Q4	$634K	Buy	13,658 +65	+0.5%	+$2.97K	0.6%	60
2020 Q3	$571K	Buy	+13,593	New	+$584K	0.53%	56

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Beam Wealth Advisors's FXI Position: Q2 2021 in Review

Beam Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q2 2021, closing a stake of 13,188 shares — an estimated $615K sold.

Beam Wealth Advisors first reported a position in FXI in Q3 2020 and held it in 3 quarters. The position peaked at $634K in Q4 2020. 282 funds tracked by Wall St. Rank hold FXI as of Q2 2021.

Beam Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q2 2021 after selling out during the quarter.
Beam Wealth Advisors sold 13,188 iShares China Large-Cap ETF shares in Q2 2021, an estimated $615K.
Beam Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q3 2020 and held it in 3 quarters.
Beam Wealth Advisors's iShares China Large-Cap ETF position peaked at $634K in Q4 2020.
282 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2021.

Based on Beam Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.