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

BigSur 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
2026 Q2	$31.6K	Sell	1,000 -13,575	-93%	-$484K	0.01%	166
2026 Q1	$523K	Hold	14,575	–	–	0.15%	119
2025 Q4	$558K	Hold	14,575	–	–	0.14%	116
2025 Q3	$600K	Hold	14,575	–	–	0.15%	114
2025 Q2	$536K	Hold	14,575	–	–	0.14%	118
2025 Q1	$522K	Buy	14,575 +13,575	+1,358%	+$460K	0.14%	116
2024 Q4	$30.4K	Hold	1,000	–	–	0.01%	151
2024 Q3	$31.8K	Hold	1,000	–	–	0.01%	160
2024 Q2	$26K	Hold	1,000	–	–	0.01%	153
2024 Q1	$24.1K	Hold	1,000	–	–	0.01%	148
2023 Q4	$24K	Hold	1,000	–	–	0.01%	116
2023 Q3	$26.5K	Hold	1,000	–	–	0.01%	114
2023 Q2	$27.2K	Hold	1,000	–	–	0.01%	122
2023 Q1	$29.5K	Hold	1,000	–	–	0.01%	125
2022 Q4	$28.3K	Hold	1,000	–	–	0.01%	124
2022 Q3	$26K	Sell	1,000 -1,000	-50%	-$29.9K	0.01%	121
2022 Q2	$68K	Hold	2,000	–	–	0.03%	128
2022 Q1	$64K	Hold	2,000	–	–	0.02%	136
2021 Q4	$73K	Hold	2,000	–	–	0.03%	130
2021 Q3	$78K	Hold	2,000	–	–	0.04%	119
2021 Q2	$93K	Hold	2,000	–	–	0.04%	116
2021 Q1	$93K	Hold	2,000	–	–	0.05%	121
2020 Q4	$93K	Hold	2,000	–	–	0.05%	103
2020 Q3	$84K	Hold	2,000	–	–	0.05%	96
2020 Q2	$79K	Buy	2,000 +1,000	+100%	+$39K	0.06%	96
2020 Q1	$38K	Sell	1,000 -1,000	-50%	-$40.7K	0.03%	104
2019 Q4	$87K	Buy	+2,000	New	+$83.4K	0.05%	112

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

BigSur Wealth Management's FXI Position: Q2 2026 in Review

BigSur Wealth Management reduced its iShares China Large-Cap ETF (FXI) stake by 93% in Q2 2026, selling an estimated $484K and leaving 1,000 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #166.

BigSur Wealth Management first reported a position in FXI in Q4 2019 and has held it in 27 quarters since. The position peaked at $600K in Q3 2025. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

BigSur Wealth Management held 1,000 shares of iShares China Large-Cap ETF worth $31.6K as of Q2 2026.
BigSur Wealth Management sold 13,575 iShares China Large-Cap ETF shares in Q2 2026, an estimated $484K.
iShares China Large-Cap ETF made up 0.01% of BigSur Wealth Management's portfolio in Q2 2026, its #166 holding.
BigSur Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
BigSur Wealth Management's iShares China Large-Cap ETF position peaked at $600K in Q3 2025.
323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.