Cherry Tree Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Cherry Tree Wealth 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
2026 Q1	$86.1K	Hold	2,397	–	–	0.02%	225
2025 Q4	$91.8K	Sell	2,397 -248	-9%	-$9.84K	0.02%	226
2025 Q3	$109K	Hold	2,645	–	–	0.02%	212
2025 Q2	$97.2K	Hold	2,645	–	–	0.02%	219
2025 Q1	$94.8K	Hold	2,645	–	–	0.02%	215
2024 Q4	$80.5K	Sell	2,645 -335	-11%	-$10.6K	0.02%	228
2024 Q3	$94.7K	Sell	2,980 -476	-14%	-$12.6K	0.02%	220
2024 Q2	$89.8K	Sell	3,456 -334	-9%	-$8.77K	0.02%	215
2024 Q1	$91.2K	Hold	3,790	–	–	0.02%	216
2023 Q4	$91.1K	Hold	3,790	–	–	0.02%	206
2023 Q3	$101K	Hold	3,790	–	–	0.03%	185
2023 Q2	$103K	Buy	+3,790	New	+$106K	0.03%	185

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cherry Tree Wealth Management's FXI Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares China Large-Cap ETF (FXI) position steady in Q1 2026 at 2,397 shares worth $86.1K. The position accounts for 0.02% of the portfolio, ranked #225.

Cherry Tree Wealth Management first reported a position in FXI in Q2 2023 and has held it in 12 quarters since. The position peaked at $109K in Q3 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Cherry Tree Wealth Management held 2,397 shares of iShares China Large-Cap ETF worth $86.1K as of Q1 2026.
Cherry Tree Wealth Management left its iShares China Large-Cap ETF share count unchanged in Q1 2026.
iShares China Large-Cap ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #225 holding.
Cherry Tree Wealth Management first reported a position in iShares China Large-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares China Large-Cap ETF position peaked at $109K in Q3 2025.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.