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

Buckingham Strategic 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
2022 Q2	–	Sell	-8,149	Closed	-$261K	–	625
2022 Q1	$261K	Hold	8,149	–	–	0.01%	503
2021 Q4	$298K	Sell	8,149 -105	-1%	-$4.12K	0.01%	472
2021 Q3	$321K	Buy	8,254 +105	+1%	+$4.34K	0.01%	454
2021 Q2	$378K	Hold	8,149	–	–	0.01%	417
2021 Q1	$380K	Hold	8,149	–	–	0.02%	387
2020 Q4	$378K	Buy	+8,149	New	+$372K	0.02%	371
2015 Q1	–	Sell	-4,957	Closed	-$206K	–	222
2014 Q4	$206K	Buy	+4,957	New	+$196K	0.08%	189
2014 Q1	–	Sell	-5,634	Closed	-$216K	–	158
2013 Q4	$216K	Buy	5,634 +148	+3%	+$5.65K	0.1%	139
2013 Q3	$203K	Buy	+5,486	New	+$195K	0.11%	128

Other funds holding FXI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Buckingham Strategic Wealth's FXI Position: Q2 2022 in Review

Buckingham Strategic Wealth sold out of iShares China Large-Cap ETF (FXI) in Q2 2022, closing a stake of 8,149 shares — an estimated $261K sold.

Buckingham Strategic Wealth first reported a position in FXI in Q3 2013 and held it in 9 quarters. The position peaked at $380K in Q1 2021. 283 funds tracked by Wall St. Rank hold FXI as of Q2 2022.

Buckingham Strategic Wealth reported no remaining iShares China Large-Cap ETF position as of Q2 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 8,149 iShares China Large-Cap ETF shares in Q2 2022, an estimated $261K.
Buckingham Strategic Wealth first reported a position in iShares China Large-Cap ETF in Q3 2013 and held it in 9 quarters.
Buckingham Strategic Wealth's iShares China Large-Cap ETF position peaked at $380K in Q1 2021.
283 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.