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 Q1	–	Sell	-17,986	Closed	-$693K	–	2910
2025 Q4	$693K	Buy	17,986 +10,643	+145%	+$422K	﹤0.01%	2110
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 $1.66T 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

Corient Private Wealth's FXI Position: Q1 2026 in Review

Corient Private Wealth sold out of iShares China Large-Cap ETF (FXI) in Q1 2026, closing a stake of 17,986 shares — an estimated $693K sold.

Corient Private Wealth first reported a position in FXI in Q3 2023 and held it in 6 quarters. The position peaked at $693K in Q4 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Corient Private Wealth reported no remaining iShares China Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Corient Private Wealth sold 17,986 iShares China Large-Cap ETF shares in Q1 2026, an estimated $693K.
Corient Private Wealth first reported a position in iShares China Large-Cap ETF in Q3 2023 and held it in 6 quarters.
Corient Private Wealth's iShares China Large-Cap ETF position peaked at $693K in Q4 2025.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.