Clarfeld Financial Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Clarfeld Financial 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
2018 Q4	$183K	Buy	+4,689	New	+$189K	0.15%	51

Other funds holding FXI

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

Clarfeld Financial Advisors's FXI Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares China Large-Cap ETF (FXI) in Q4 2018: 4,689 shares worth $183K. The stake represents 0.15% of the portfolio and ranks #51 among its holdings.

289 funds tracked by Wall St. Rank hold FXI as of Q4 2018.

Clarfeld Financial Advisors held 4,689 shares of iShares China Large-Cap ETF worth $183K as of Q4 2018.
iShares China Large-Cap ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares China Large-Cap ETF made up 0.15% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #51 holding.
289 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.