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

Bison Wealth’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
2024
Q4 		– Sell
-6,976
Closed -$222K – 357
2024
Q3 		$222K Buy
+6,976
New +$184K 0.04% 378
2020
Q1 		– Sell
-50
Closed -$2K – 365
2019
Q4 		$2K Buy
+50
New +$2.08K ﹤0.01% 380

Other funds holding FXI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bison Wealth's FXI Position: Q4 2024 in Review

Bison Wealth sold out of iShares China Large-Cap ETF (FXI) in Q4 2024, closing a stake of 6,976 shares — an estimated $222K sold.

Bison Wealth first reported a position in FXI in Q4 2019 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 315 funds tracked by Wall St. Rank hold FXI as of Q4 2024.

  • Bison Wealth reported no remaining iShares China Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 6,976 iShares China Large-Cap ETF shares in Q4 2024, an estimated $222K.
  • Bison Wealth first reported a position in iShares China Large-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Bison Wealth's iShares China Large-Cap ETF position peaked at $222K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.