Corient Private Wealth’s iShares China Large-Cap ETF FXI Stock Holding History

Corient Private Wealth’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	$225K	Buy	+7,089	New	+$253K	﹤0.01%	2747
2026 Q1	–	Sell	-8,993	Closed	-$346K	–	2895
2025 Q4	$346K	Buy	8,993 +1,650	+22%	+$65.5K	﹤0.01%	2079
2025 Q3	$301K	Sell	7,343 -208	-3%	-$8.04K	﹤0.01%	2110
2025 Q2	$277K	Sell	7,551 -7,577	-50%	-$265K	﹤0.01%	2035
2025 Q1	$541K	Buy	+15,128	New	+$512K	﹤0.01%	1559
2024 Q4	–	Sell	-6,483	Closed	-$206K	–	2415
2024 Q3	$206K	Buy	+6,483	New	+$171K	﹤0.01%	2206
2023 Q4	–	Sell	-10,017	Closed	-$266K	–	2281
2023 Q3	$266K	Buy	+10,017	New	+$277K	﹤0.01%	1800

Other funds holding FXI

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

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Corient Private Wealth's FXI Position: Q2 2026 in Review

Corient Private Wealth opened a new position in iShares China Large-Cap ETF (FXI) in Q2 2026: 7,089 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #2747 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in FXI as recently as Q4 2025.

Corient Private Wealth first reported a position in FXI in Q3 2023 and has held it in 7 quarters since. The position peaked at $541K in Q1 2025. 325 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Corient Private Wealth held 7,089 shares of iShares China Large-Cap ETF worth $225K as of Q2 2026.
iShares China Large-Cap ETF was a new Corient Private Wealth position in Q2 2026.
iShares China Large-Cap ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2747 holding.
Corient Private Wealth first reported a position in iShares China Large-Cap ETF in Q3 2023 and has held it in 7 quarters since.
Corient Private Wealth's iShares China Large-Cap ETF position peaked at $541K in Q1 2025.
325 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.