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Cape Investment Advisory’s iShares China Large-Cap ETF FXI Stock Holding History

Cape Investment Advisory’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
Q2 		$158K Buy
+4,991
New +$178K 0.04% 270
2026
Q1 		– Sell
-4,952
Closed -$190K – 571
2025
Q4 		$190K Buy
+4,952
New +$197K 0.06% 219
2025
Q3 		– Sell
-1,900
Closed -$69.8K – 967
2025
Q2 		$69.8K Buy
1,900
+24
+1% +$841 0.03% 318
2025
Q1 		$67.2K Buy
1,876
+109
+6% +$3.69K 0.03% 302
2024
Q4 		$53.8K Sell
1,767
-403
-19% -$12.7K 0.02% 325
2024
Q3 		$69K Sell
2,170
-682
-24% -$18K 0.03% 283
2024
Q2 		$74.1K Sell
2,852
-1,264
-31% -$33.2K 0.03% 253
2024
Q1 		$99.1K Sell
4,116
-99
-2% -$2.28K 0.05% 218
2023
Q4 		$101K Buy
4,215
+216
+5% +$5.47K 0.05% 221
2023
Q3 		$106K Sell
3,999
-260
-6% -$7.18K 0.06% 204
2023
Q2 		$116K Buy
4,259
+1
+0% +$28 0.06% 189
2023
Q1 		$126K Buy
+4,258
New +$128K 0.08% 171

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cape Investment Advisory's FXI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares China Large-Cap ETF (FXI) in Q2 2026: 4,991 shares worth $158K. The stake represents 0.04% of the portfolio and ranks #270 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FXI as recently as Q4 2025.

Cape Investment Advisory first reported a position in FXI in Q1 2023 and has held it in 12 quarters since. The position peaked at $190K in Q4 2025. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

  • Cape Investment Advisory held 4,991 shares of iShares China Large-Cap ETF worth $158K as of Q2 2026.
  • iShares China Large-Cap ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares China Large-Cap ETF made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #270 holding.
  • Cape Investment Advisory first reported a position in iShares China Large-Cap ETF in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's iShares China Large-Cap ETF position peaked at $190K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.