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Comprehensive Financial Planning’s iShares China Large-Cap ETF FXI Stock Holding History

Comprehensive Financial Planning’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
Q2 		$4.57K Buy
145
+2
+1% +$71 ﹤0.01% 330
2026
Q1 		$5.16K Hold
143
– – ﹤0.01% 302
2025
Q4 		$5.5K Buy
143
+1
+0.7% +$40 ﹤0.01% 297
2025
Q3 		$5.85K Hold
142
– – ﹤0.01% 269
2025
Q2 		$5.22K Buy
142
+2
+1% +$70 ﹤0.01% 259
2025
Q1 		$5.02K Hold
140
– – ﹤0.01% 251
2024
Q4 		$4.27K Buy
+140
New +$4.41K ﹤0.01% 290

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Comprehensive Financial Planning's FXI Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares China Large-Cap ETF (FXI) stake by 1.4% in Q2 2026, buying an estimated $71 and bringing the position to 145 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Comprehensive Financial Planning first reported a position in FXI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.85K in Q3 2025. 324 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

  • Comprehensive Financial Planning held 145 shares of iShares China Large-Cap ETF worth $4.57K as of Q2 2026.
  • Comprehensive Financial Planning bought 2 iShares China Large-Cap ETF shares in Q2 2026, an estimated $71.
  • iShares China Large-Cap ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #330 holding.
  • Comprehensive Financial Planning first reported a position in iShares China Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's iShares China Large-Cap ETF position peaked at $5.85K in Q3 2025.
  • 324 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.