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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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% -$10.2K 0.02% 228
2024
Q3
$94.7K Sell
2,980
-476
-14% -$15.1K 0.02% 220
2024
Q2
$89.8K Sell
3,456
-334
-9% -$8.68K 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 +$103K 0.03% 185