Bellevue Asset Management’s iShares China Large-Cap ETF FXI Stock Holding History

Bellevue Asset 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
2026 Q2	$7.18K	Buy	227 +2	+0.9%	+$71	﹤0.01%	324
2026 Q1	$8.1K	Hold	225	–	–	﹤0.01%	294
2025 Q4	$8.64K	Buy	225 +2	+0.9%	+$79	﹤0.01%	290
2025 Q3	$9.18K	Hold	223	–	–	﹤0.01%	289
2025 Q2	$8.21K	Buy	223 +3	+1%	+$105	﹤0.01%	294
2025 Q1	$7.89K	Hold	220	–	–	﹤0.01%	287
2024 Q4	$6.7K	Buy	220 +4	+2%	+$126	﹤0.01%	314
2024 Q3	$6.89K	Hold	216	–	–	﹤0.01%	290
2024 Q2	$5.64K	Hold	216	–	–	﹤0.01%	306
2024 Q1	$5.2K	Hold	216	–	–	﹤0.01%	311
2023 Q4	$5.19K	Buy	216 +6	+3%	+$152	﹤0.01%	301
2023 Q3	$5.59K	Hold	210	–	–	﹤0.01%	287
2023 Q2	$5.73K	Hold	210	–	–	﹤0.01%	296
2023 Q1	$6.22K	Sell	210 -100	-32%	-$3K	﹤0.01%	296
2022 Q4	$8.78K	Buy	310 +4	+1%	+$103	0.01%	278
2022 Q3	$8K	Hold	306	–	–	0.01%	294
2022 Q2	$10K	Buy	306 +1	+0.3%	+$31	0.01%	288
2022 Q1	$10K	Hold	305	–	–	0.01%	309
2021 Q4	$11K	Buy	305 +2	+0.7%	+$78	0.01%	317
2021 Q3	$12K	Hold	303	–	–	0.01%	320
2021 Q2	$14K	Buy	303 +51	+20%	+$2.35K	0.01%	308
2021 Q1	$12K	Hold	252	–	–	0.01%	341
2020 Q4	$13K	Buy	252 +2	+0.8%	+$91	0.01%	327
2020 Q3	$11K	Hold	250	–	–	0.01%	320
2020 Q2	$10K	Hold	250	–	–	0.01%	336
2020 Q1	$10K	Hold	250	–	–	0.01%	336
2019 Q4	$11K	Buy	+250	New	+$10.4K	0.01%	301

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bellevue Asset Management's FXI Position: Q2 2026 in Review

Bellevue Asset Management increased its iShares China Large-Cap ETF (FXI) stake by 0.89% in Q2 2026, buying an estimated $71 and bringing the position to 227 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Bellevue Asset Management first reported a position in FXI in Q4 2019 and has held it in 27 quarters since. The position peaked at $14K in Q2 2021. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Bellevue Asset Management held 227 shares of iShares China Large-Cap ETF worth $7.18K as of Q2 2026.
Bellevue Asset Management bought 2 iShares China Large-Cap ETF shares in Q2 2026, an estimated $71.
iShares China Large-Cap ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #324 holding.
Bellevue Asset Management first reported a position in iShares China Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's iShares China Large-Cap ETF position peaked at $14K in Q2 2021.
323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.