Capstone Investment Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Capstone Investment 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
2026 Q1	$37.6M	Buy	1,046,789 +1,005,465	+2,433%	+$38.2M	0.07%	114
2025 Q4	$1.58M	Buy	+41,324	New	+$1.64M	﹤0.01%	697
2025 Q3	–	Sell	-119,330	Closed	-$4.61M	–	1956
2025 Q2	$4.39M	Buy	+119,330	New	+$4.18M	0.01%	417
2025 Q1	–	Sell	-4,114	Closed	-$139K	–	1549
2024 Q4	$125K	Sell	4,114 -8,672	-68%	-$273K	﹤0.01%	1672
2024 Q3	$406K	Buy	12,786 +12,785	+1,278,500%	+$338K	﹤0.01%	1276
2024 Q2	$26	Hold	1	–	–	﹤0.01%	2031
2024 Q1	$24	Hold	1	–	–	﹤0.01%	2306
2023 Q4	$24	Sell	1 -11,218	-100%	-$284K	﹤0.01%	2073
2023 Q3	$298K	Sell	11,219 -109,329	-91%	-$3.02M	﹤0.01%	1609
2023 Q2	$3.28M	Buy	120,548 +62,999	+109%	+$1.77M	0.02%	493
2023 Q1	$1.7M	Sell	57,549 -1,449,047	-96%	-$43.5M	0.01%	641
2022 Q4	$42.6M	Buy	1,506,596 +102,062	+7%	+$2.64M	0.31%	42
2022 Q3	$36.3M	Buy	1,404,534 +1,329,708	+1,777%	+$39.8M	0.22%	50
2022 Q2	$2.54M	Sell	74,826 -33,285	-31%	-$1.04M	0.01%	674
2022 Q1	$3.46M	Buy	108,111 +31,937	+42%	+$1.13M	0.01%	836
2021 Q4	$2.79M	Sell	76,174 -423,785	-85%	-$16.6M	﹤0.01%	1016
2021 Q3	$19.5M	Buy	+499,959	New	+$20.7M	0.04%	428
2021 Q2	–	Sell	-1,005,542	Closed	-$46.4M	–	1770
2021 Q1	$46.9M	Buy	1,005,542 +957,677	+2,001%	+$47.5M	0.14%	147
2020 Q4	$2.22M	Sell	47,865 -72,529	-60%	-$3.31M	0.01%	847
2020 Q3	$5.06M	Sell	120,394 -262,209	-69%	-$11.3M	0.03%	512
2020 Q2	$15.2M	Sell	382,603 -236,137	-38%	-$9.21M	0.1%	174
2020 Q1	$23.2M	Buy	618,740 +565,389	+1,060%	+$23M	0.37%	37
2019 Q4	$2.33M	Sell	53,351 -1,645,955	-97%	-$68.6M	0.01%	793
2019 Q3	$67.6M	Buy	1,699,306 +404,501	+31%	+$16.4M	0.46%	42
2019 Q2	$55.4M	Buy	1,294,805 +692,752	+115%	+$29.6M	0.4%	48
2019 Q1	$26.7M	Sell	602,053 -814,419	-57%	-$34.8M	0.25%	92
2018 Q4	$55.4M	Buy	1,416,472 +1,056,674	+294%	+$42.7M	0.68%	22
2018 Q3	$15.4M	Sell	359,798 -639,935	-64%	-$27.1M	0.18%	99
2018 Q2	$43M	Buy	+999,733	New	+$46.7M	0.66%	28
2017 Q4	–	Sell	-12,234	Closed	-$565K	–	549
2017 Q3	$538K	Sell	12,234 -50,438	-80%	-$2.16M	0.02%	302
2017 Q2	$2.49M	Buy	+62,672	New	+$2.46M	0.07%	228
2017 Q1	–	Sell	-221,235	Closed	-$8.33M	–	965
2016 Q4	$7.68M	Sell	221,235 -232,518	-51%	-$8.56M	0.24%	83
2016 Q3	$17.2M	Sell	453,753 -54,149	-11%	-$1.99M	0.38%	48
2016 Q2	$17.4M	Sell	507,902 -188,842	-27%	-$6.27M	0.33%	57
2016 Q1	$23.5M	Buy	696,744 +467,743	+204%	+$14.7M	0.72%	37
2015 Q4	$8.08M	Sell	229,001 -1,317,980	-85%	-$49.5M	0.22%	97
2015 Q3	$54.9M	Buy	+1,546,981	New	+$60.1M	1.27%	12
2015 Q2	–	Sell	-223,040	Closed	-$11M	–	298
2015 Q1	$9.9M	Buy	+223,040	New	+$9.5M	0.16%	114
2014 Q4	–	Sell	-1,342,043	Closed	-$53M	–	353
2014 Q3	$51.4M	Buy	1,342,043 +1,336,466	+23,964%	+$53.5M	0.58%	37
2014 Q2	$206K	Buy	+5,577	New	+$202K	﹤0.01%	382

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

Capstone Investment Advisors's FXI Position: Q1 2026 in Review

Capstone Investment Advisors increased its iShares China Large-Cap ETF (FXI) stake by 2,433% in Q1 2026, buying an estimated $38.2M and bringing the position to 1,046,789 shares worth $37.6M. The position accounts for 0.07% of the portfolio, ranked #114.

Capstone Investment Advisors first reported a position in FXI in Q2 2014 and has held it in 40 quarters since. The position peaked at $67.6M in Q3 2019. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Capstone Investment Advisors held 1,046,789 shares of iShares China Large-Cap ETF worth $37.6M as of Q1 2026.
Capstone Investment Advisors bought 1,005,465 iShares China Large-Cap ETF shares in Q1 2026, an estimated $38.2M.
iShares China Large-Cap ETF made up 0.07% of Capstone Investment Advisors's portfolio in Q1 2026, its #114 holding.
Capstone Investment Advisors first reported a position in iShares China Large-Cap ETF in Q2 2014 and has held it in 40 quarters since.
Capstone Investment Advisors's iShares China Large-Cap ETF position peaked at $67.6M in Q3 2019.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.