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

Clearstead 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	$23.1K	Hold	644	–	–	﹤0.01%	1425
2025 Q4	$24.7K	Buy	+644	New	+$25.6K	﹤0.01%	1653
2022 Q4	–	Sell	-4,512	Closed	-$117K	–	1343
2022 Q3	$117K	Hold	4,512	–	–	0.01%	448
2022 Q2	$153K	Buy	+4,512	New	+$141K	0.01%	421
2022 Q1	–	Sell	-2,434	Closed	-$89K	–	1407
2021 Q4	$89K	Buy	+2,434	New	+$95.5K	0.01%	553
2021 Q2	–	Sell	-133	Closed	-$6K	–	1276
2021 Q1	$6K	Hold	133	–	–	﹤0.01%	847
2020 Q4	$6K	Hold	133	–	–	﹤0.01%	785
2020 Q3	$6K	Buy	+133	New	+$5.72K	﹤0.01%	719

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

Clearstead Advisors's FXI Position: Q1 2026 in Review

Clearstead Advisors held its iShares China Large-Cap ETF (FXI) position steady in Q1 2026 at 644 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Clearstead Advisors first reported a position in FXI in Q3 2020 and has held it in 8 quarters since. The position peaked at $153K in Q2 2022. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Clearstead Advisors held 644 shares of iShares China Large-Cap ETF worth $23.1K as of Q1 2026.
Clearstead Advisors left its iShares China Large-Cap ETF share count unchanged in Q1 2026.
iShares China Large-Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1425 holding.
Clearstead Advisors first reported a position in iShares China Large-Cap ETF in Q3 2020 and has held it in 8 quarters since.
Clearstead Advisors's iShares China Large-Cap ETF position peaked at $153K in Q2 2022.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.