Cerity Partners’s iShares China Large-Cap ETF FXI Stock Holding History

Cerity Partners’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	$1M	Buy	27,878 +11,209	+67%	+$426K	﹤0.01%	1865
2025 Q4	$638K	Sell	16,669 -36	-0.2%	-$1.43K	﹤0.01%	1954
2025 Q3	$687K	Sell	16,705 -329	-2%	-$12.7K	﹤0.01%	1782
2025 Q2	$626K	Sell	17,034 -20	-0.1%	-$700	﹤0.01%	1755
2025 Q1	$611K	Buy	17,054 +5,559	+48%	+$188K	﹤0.01%	1655
2024 Q4	$351K	Sell	11,495 -10,319	-47%	-$325K	﹤0.01%	1958
2024 Q3	$432K	Buy	21,814 +1,400	+7%	+$37K	﹤0.01%	1854
2024 Q2	$288K	Buy	20,414 +9,992	+96%	+$262K	﹤0.01%	1842
2024 Q1	$251K	Buy	10,422 +44	+0.4%	+$1.01K	﹤0.01%	1971
2023 Q4	$249K	Sell	10,378 -68,064	-87%	-$1.72M	﹤0.01%	1617
2023 Q3	$2.08M	Buy	+78,442	New	+$2.17M	0.01%	580

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

Cerity Partners's FXI Position: Q1 2026 in Review

Cerity Partners increased its iShares China Large-Cap ETF (FXI) stake by 67% in Q1 2026, buying an estimated $426K and bringing the position to 27,878 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Cerity Partners first reported a position in FXI in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q3 2023. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Cerity Partners held 27,878 shares of iShares China Large-Cap ETF worth $1M as of Q1 2026.
Cerity Partners bought 11,209 iShares China Large-Cap ETF shares in Q1 2026, an estimated $426K.
iShares China Large-Cap ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1865 holding.
Cerity Partners first reported a position in iShares China Large-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Cerity Partners's iShares China Large-Cap ETF position peaked at $2.08M in Q3 2023.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.