Creative Planning
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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
2016
Q1 		– Sell
-2,000
Closed -$2K – 4394
2015
Q4 		$2K Hold
2,000
– – ﹤0.01% 4017
2015
Q3 		$6K Buy
+2,000
New +$77.7K ﹤0.01% 3508
2015
Q2 		– Sell
-2,000
Closed -$2K – 1789
2015
Q1 		$2K Hold
2,000
– – ﹤0.01% 3866
2014
Q4 		$4K Buy
+2,000
New +$79K ﹤0.01% 3585

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
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
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
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.