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

BlackDiamond 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 Q1	–	Sell	-8,221	Closed	-$324K	–	213
2025 Q4	$324K	Buy	8,221 +57	+0.7%	+$2.26K	0.16%	134
2025 Q3	$336K	Buy	8,164 +93	+1%	+$3.6K	0.18%	107
2025 Q2	$297K	Buy	8,071 +76	+1%	+$2.66K	0.17%	117
2025 Q1	$278K	Buy	7,995 +854	+12%	+$28.9K	0.19%	108
2024 Q4	$217K	Buy	+7,141	New	+$225K	0.13%	151

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

BlackDiamond Wealth Management's FXI Position: Q1 2026 in Review

BlackDiamond Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2026, closing a stake of 8,221 shares — an estimated $324K sold.

BlackDiamond Wealth Management first reported a position in FXI in Q4 2024 and held it in 5 quarters. The position peaked at $336K in Q3 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

BlackDiamond Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
BlackDiamond Wealth Management sold 8,221 iShares China Large-Cap ETF shares in Q1 2026, an estimated $324K.
BlackDiamond Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2024 and held it in 5 quarters.
BlackDiamond Wealth Management's iShares China Large-Cap ETF position peaked at $336K in Q3 2025.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.