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

Bordeaux 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
2025 Q2	$1.73M	Sell	46,931 -593	-1%	-$20.8K	0.22%	44
2025 Q1	$1.7M	Hold	47,524	–	–	0.32%	43
2024 Q4	$1.45M	Sell	47,524 -4,985	-9%	-$157K	0.23%	45
2024 Q3	$1.67M	Sell	52,509 -68	-0.1%	-$1.8K	0.3%	41
2024 Q2	$1.37M	Buy	+52,577	New	+$1.38M	0.26%	45

Other funds holding FXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Bordeaux Wealth Advisors's FXI Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its iShares China Large-Cap ETF (FXI) stake by 1.2% in Q2 2025, selling an estimated $20.8K and leaving 46,931 shares worth $1.73M. The position accounts for 0.22% of the portfolio, ranked #44.

Bordeaux Wealth Advisors first reported a position in FXI in Q2 2024 and has held it in 5 quarters since. 365 funds tracked by Wall St. Rank hold FXI as of Q2 2025.

Bordeaux Wealth Advisors held 46,931 shares of iShares China Large-Cap ETF worth $1.73M as of Q2 2025.
Bordeaux Wealth Advisors sold 593 iShares China Large-Cap ETF shares in Q2 2025, an estimated $20.8K.
iShares China Large-Cap ETF made up 0.22% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #44 holding.
Bordeaux Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q2 2024 and has held it in 5 quarters since.
365 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.