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Disciplined Investments’s iShares China Large-Cap ETF FXI Stock Holding History

Disciplined Investments’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
2024
Q2 		– Sell
-26,106
Closed -$628K – 123
2024
Q1 		$628K Buy
+26,106
New +$602K 0.34% 67
2023
Q3 		– Sell
-842
Closed -$22.9K – 651
2023
Q2 		$22.9K Hold
842
– – 0.01% 274
2023
Q1 		$24.9K Hold
842
– – 0.01% 293
2022
Q4 		$23.8K Hold
842
– – 0.01% 275
2022
Q3 		$22K Buy
842
+503
+148% +$15.1K 0.01% 304
2022
Q2 		$11K Buy
+339
New +$10.6K 0.01% 368
2020
Q2 		– Sell
-77
Closed -$3K – 414
2020
Q1 		$3K Hold
77
– – ﹤0.01% 347
2019
Q4 		$3K Buy
+77
New +$3.21K ﹤0.01% 357

Other funds holding FXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Disciplined Investments's FXI Position: Q2 2024 in Review

Disciplined Investments sold out of iShares China Large-Cap ETF (FXI) in Q2 2024, closing a stake of 26,106 shares — an estimated $628K sold.

Disciplined Investments first reported a position in FXI in Q4 2019 and held it in 8 quarters. The position peaked at $628K in Q1 2024. 254 funds tracked by Wall St. Rank hold FXI as of Q2 2024.

  • Disciplined Investments reported no remaining iShares China Large-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Disciplined Investments sold 26,106 iShares China Large-Cap ETF shares in Q2 2024, an estimated $628K.
  • Disciplined Investments first reported a position in iShares China Large-Cap ETF in Q4 2019 and held it in 8 quarters.
  • Disciplined Investments's iShares China Large-Cap ETF position peaked at $628K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2024.

Based on Disciplined Investments's 13F filing for Q2 2024, filed 12 Aug 2024.