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Bourgeon Capital Management’s iShares China Large-Cap ETF FXI Stock Holding History

Bourgeon Capital 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
2025
Q1 		– Sell
-17,761
Closed -$541K – 117
2024
Q4 		$541K Buy
17,761
+715
+4% +$22.5K 0.1% 87
2024
Q3 		$542K Buy
17,046
+650
+4% +$17.2K 0.1% 73
2024
Q2 		$426K Buy
+16,396
New +$431K 0.08% 84

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return
NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bourgeon Capital Management's FXI Position: Q1 2025 in Review

Bourgeon Capital Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2025, closing a stake of 17,761 shares — an estimated $541K sold.

Bourgeon Capital Management first reported a position in FXI in Q2 2024 and held it in 3 quarters. The position peaked at $542K in Q3 2024. 369 funds tracked by Wall St. Rank hold FXI as of Q1 2025.

  • Bourgeon Capital Management reported no remaining iShares China Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Bourgeon Capital Management sold 17,761 iShares China Large-Cap ETF shares in Q1 2025, an estimated $541K.
  • Bourgeon Capital Management first reported a position in iShares China Large-Cap ETF in Q2 2024 and held it in 3 quarters.
  • Bourgeon Capital Management's iShares China Large-Cap ETF position peaked at $542K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2025.

Based on Bourgeon Capital Management's 13F filing for Q1 2025, filed 9 Apr 2025.