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
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 $1.66T 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

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.