Creative Planning’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $847K | Sell |
23,579
-333
| -1% | -$12.7K | ﹤0.01% | 2591 |
|
|
2025
Q4 | $916K | Sell |
23,912
-2,545
| -10% | -$101K | ﹤0.01% | 2348 |
|
|
2025
Q3 | $1.09M | Buy |
26,457
+14,518
| +122% | +$561K | ﹤0.01% | 2035 |
|
|
2025
Q2 | $439K | Sell |
11,939
-4,162
| -26% | -$146K | ﹤0.01% | 2581 |
|
|
2025
Q1 | $577K | Sell |
16,101
-17,090
| -51% | -$579K | ﹤0.01% | 2162 |
|
|
2024
Q4 | $1.01M | Buy |
33,191
+22,185
| +202% | +$699K | ﹤0.01% | 1637 |
|
|
2024
Q3 | $350K | Sell |
11,006
-461
| -4% | -$12.2K | ﹤0.01% | 2402 |
|
|
2024
Q2 | $298K | Sell |
11,467
-4,160
| -27% | -$109K | ﹤0.01% | 2358 |
|
|
2024
Q1 | $376K | Sell |
15,627
-262
| -2% | -$6.04K | ﹤0.01% | 2065 |
|
|
2023
Q4 | $382K | Sell |
15,889
-356
| -2% | -$9.02K | ﹤0.01% | 1906 |
|
|
2023
Q3 | $431K | Sell |
16,245
-410
| -2% | -$11.3K | ﹤0.01% | 1656 |
|
|
2023
Q2 | $453K | Buy |
16,655
+4,307
| +35% | +$121K | ﹤0.01% | 1619 |
|
|
2023
Q1 | $365K | Sell |
12,348
-5,211
| -30% | -$157K | ﹤0.01% | 1673 |
|
|
2022
Q4 | $497K | Buy |
17,559
+105
| +0.6% | +$2.71K | ﹤0.01% | 1433 |
|
|
2022
Q3 | $451K | Sell |
17,454
-1,864
| -10% | -$55.8K | ﹤0.01% | 1398 |
|
|
2022
Q2 | $655K | Sell |
19,318
-207
| -1% | -$6.49K | ﹤0.01% | 1165 |
|
|
2022
Q1 | $624K | Sell |
19,525
-372
| -2% | -$13.1K | ﹤0.01% | 1217 |
|
|
2021
Q4 | $728K | Sell |
19,897
-18,089
| -48% | -$710K | ﹤0.01% | 1104 |
|
|
2021
Q3 | $1.48M | Buy |
37,986
+11,623
| +44% | +$480K | ﹤0.01% | 780 |
|
|
2021
Q2 | $1.22M | Sell |
26,363
-22,387
| -46% | -$1.03M | ﹤0.01% | 854 |
|
|
2021
Q1 | $2.27M | Buy |
48,750
+5,794
| +13% | +$288K | ﹤0.01% | 670 |
|
|
2020
Q4 | $1.99M | Buy |
42,956
+8,955
| +26% | +$409K | ﹤0.01% | 675 |
|
|
2020
Q3 | $1.43M | Sell |
34,001
-5,883
| -15% | -$253K | ﹤0.01% | 683 |
|
|
2020
Q2 | $1.58M | Sell |
39,884
-1,693
| -4% | -$66K | ﹤0.01% | 580 |
|
|
2020
Q1 | $1.56M | Buy |
41,577
+11,798
| +40% | +$480K | 0.01% | 501 |
|
|
2019
Q4 | $1.3M | Sell |
29,779
-772
| -3% | -$32.2K | ﹤0.01% | 673 |
|
|
2019
Q3 | $1.22M | Sell |
30,551
-990
| -3% | -$40.2K | ﹤0.01% | 674 |
|
|
2019
Q2 | $1.35M | Buy |
31,541
+528
| +2% | +$22.6K | ﹤0.01% | 640 |
|
|
2019
Q1 | $1.37M | Sell |
31,013
-719
| -2% | -$30.7K | ﹤0.01% | 608 |
|
|
2018
Q4 | $1.24M | Sell |
31,732
-157
| -0.5% | -$6.34K | 0.01% | 589 |
|
|
2018
Q3 | $1.36M | Sell |
31,889
-1,595
| -5% | -$67.5K | 0.01% | 622 |
|
|
2018
Q2 | $1.44M | Sell |
33,484
-1,446
| -4% | -$67.6K | 0.01% | 568 |
|
|
2018
Q1 | $1.65M | Sell |
34,930
-5,169
| -13% | -$254K | 0.01% | 519 |
|
|
2017
Q4 | $1.85M | Buy |
40,099
+16,867
| +73% | +$779K | 0.01% | 484 |
|
|
2017
Q3 | $1.02M | Sell |
23,232
-1,088
| -4% | -$46.6K | ﹤0.01% | 704 |
|
|
2017
Q2 | $966K | Sell |
24,320
-50,866
| -68% | -$1.99M | ﹤0.01% | 710 |
|
|
2017
Q1 | $2.89M | Buy |
75,186
+52,509
| +232% | +$1.98M | 0.02% | 326 |
|
|
2016
Q4 | $787K | Sell |
22,677
-1,950
| -8% | -$71.8K | ﹤0.01% | 717 |
|
|
2016
Q3 | $936K | Sell |
24,627
-505
| -2% | -$18.5K | 0.01% | 619 |
|
|
2016
Q2 | $860K | Buy |
25,132
+545
| +2% | +$18.1K | 0.01% | 560 |
|
|
2016
Q1 | $830K | Buy |
24,587
+721
| +3% | +$22.6K | 0.01% | 554 |
|
|
2015
Q4 | $842K | Sell |
23,866
-3,772
| -14% | -$142K | 0.01% | 562 |
|
|
2015
Q3 | $980K | Buy |
27,638
+2,186
| +9% | +$85K | 0.01% | 481 |
|
|
2015
Q2 | $1.17M | Buy |
25,452
+1,309
| +5% | +$64.8K | 0.01% | 422 |
|
|
2015
Q1 | $1.07M | Sell |
24,143
-6,289
| -21% | -$268K | 0.01% | 437 |
|
|
2014
Q4 | $1.27M | Buy |
30,432
+7,986
| +36% | +$316K | 0.01% | 379 |
|
|
2014
Q3 | $859K | Sell |
22,446
-49,422
| -69% | -$1.98M | 0.01% | 451 |
|
|
2014
Q2 | $2.66M | Buy |
71,868
+57,654
| +406% | +$2.09M | 0.03% | 187 |
|
|
2014
Q1 | $509K | Sell |
14,214
-5,963
| -30% | -$209K | 0.01% | 608 |
|
|
2013
Q4 | $774K | Buy |
20,177
+6,735
| +50% | +$257K | 0.01% | 375 |
|
|
2013
Q3 | $498K | Buy |
13,442
+5,505
| +69% | +$196K | 0.01% | 455 |
|
|
2013
Q2 | $258K | Buy |
+7,937
| New | +$286K | 0.01% | 601 |
|
Other funds holding FXI
BHCM
OMC
Creative Planning's FXI Position: Q1 2026 in Review
Creative Planning reduced its iShares China Large-Cap ETF (FXI) stake by 1.4% in Q1 2026, selling an estimated $12.7K and leaving 23,579 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #2591.
Creative Planning first reported a position in FXI in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.89M in Q1 2017. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.
- Creative Planning held 23,579 shares of iShares China Large-Cap ETF worth $847K as of Q1 2026.
- Creative Planning sold 333 iShares China Large-Cap ETF shares in Q1 2026, an estimated $12.7K.
- iShares China Large-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2591 holding.
- Creative Planning first reported a position in iShares China Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's iShares China Large-Cap ETF position peaked at $2.89M in Q1 2017.
- 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.