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Cornerstone Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Cornerstone Wealth Management’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
2021
Q4 		– Sell
-5,132
Closed -$200K – 511
2021
Q3 		$200K Buy
5,132
+175
+4% +$7.23K 0.02% 439
2021
Q2 		$230K Buy
+4,957
New +$229K 0.02% 421

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return

Cornerstone Wealth Management's FXI Position: Q4 2021 in Review

Cornerstone Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q4 2021, closing a stake of 5,132 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in FXI in Q2 2021 and held it in 2 quarters. The position peaked at $230K in Q2 2021. 274 funds tracked by Wall St. Rank hold FXI as of Q4 2021.

  • Cornerstone Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 5,132 iShares China Large-Cap ETF shares in Q4 2021, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in iShares China Large-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares China Large-Cap ETF position peaked at $230K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2021.

Based on Cornerstone Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.