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

Creative 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	$50	Buy	+5,000	New	+$178K	﹤0.01%	4293
2025 Q4	–	Sell	-300	Closed	-$1.25K	–	3975
2025 Q3	$1.25K	Buy	+300	New	+$11.6K	﹤0.01%	3892
2023 Q1	–	Sell	-400	Closed	-$985	–	2699
2022 Q4	$985	Buy	+400	New	+$10.3K	﹤0.01%	2445
2021 Q1	–	Sell	-900	Closed	-$2K	–	2641
2020 Q4	$2K	Buy	+900	New	+$41.1K	﹤0.01%	2298
2019 Q3	–	Sell	-4,100	Closed	-$1K	–	2031
2019 Q2	$1K	Buy	+4,100	New	+$175K	﹤0.01%	1990
2016 Q4	–	Sell	-10,300	Closed	-$9K	–	4686
2016 Q3	$9K	Buy	+10,300	New	+$378K	﹤0.01%	3578
2016 Q2	–	Sell	-10,300	Closed	-$7K	–	4400
2016 Q1	$7K	Hold	10,300	–	–	﹤0.01%	3403
2015 Q4	$16K	Buy	+10,300	New	+$387K	﹤0.01%	2981
2015 Q2	–	Sell	-300	Closed	-$2K	–	1788
2015 Q1	$2K	Sell	300 -1,200	-80%	-$51.1K	﹤0.01%	3865
2014 Q4	$7K	Buy	+1,500	New	+$59.3K	﹤0.01%	3308

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

Creative Planning's FXI Position: Q2 2026 in Review

Creative Planning reduced its iShares China Large-Cap ETF (FXI) stake by 53% in Q2 2026, selling an estimated $442K and leaving 11,192 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #3448.

Creative Planning first reported a position in FXI in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.89M in Q1 2017. 325 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Creative Planning held 11,192 shares of iShares China Large-Cap ETF worth $354K as of Q2 2026.
Creative Planning sold 12,387 iShares China Large-Cap ETF shares in Q2 2026, an estimated $442K.
iShares China Large-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3448 holding.
Creative Planning first reported a position in iShares China Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Creative Planning's iShares China Large-Cap ETF position peaked at $2.89M in Q1 2017.
325 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.