Edgestream Partners’s iShares China Large-Cap ETF FXI Stock Holding History

Edgestream Partners’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	$608K	Buy	+19,248	New	+$686K	0.02%	757
2026 Q1	–	Sell	-25,025	Closed	-$958K	–	954
2025 Q4	$958K	Buy	+25,025	New	+$993K	0.03%	705
2025 Q2	–	Sell	-6,306	Closed	-$226K	–	917
2025 Q1	$226K	Sell	6,306 -2,670	-30%	-$90.4K	0.01%	796
2024 Q4	$273K	Buy	+8,976	New	+$283K	0.01%	773
2024 Q3	–	Sell	-14,478	Closed	-$376K	–	921
2024 Q2	$376K	Buy	+14,478	New	+$380K	0.02%	709
2023 Q4	–	Sell	-7,597	Closed	-$202K	–	916
2023 Q3	$202K	Buy	+7,597	New	+$210K	0.02%	788
2021 Q1	–	Sell	-562,226	Closed	-$26.1M	–	397
2020 Q4	$26.1M	Buy	+562,226	New	+$25.7M	1.31%	7
2020 Q3	–	Sell	-30,729	Closed	-$1.22M	–	313
2020 Q2	$1.22M	Buy	+30,729	New	+$1.2M	0.06%	232
2020 Q1	–	Sell	-7,279	Closed	-$318K	–	325
2019 Q4	$318K	Buy	+7,279	New	+$303K	0.02%	290
2019 Q2	–	Sell	-20,854	Closed	-$923K	–	249
2019 Q1	$923K	Buy	+20,854	New	+$890K	0.14%	139
2018 Q3	–	Sell	-82,124	Closed	-$3.53M	–	285
2018 Q2	$3.53M	Buy	82,124 +36,267	+79%	+$1.7M	0.72%	36
2018 Q1	$2.17M	Buy	+45,857	New	+$2.25M	0.43%	81
2016 Q1	–	Sell	-12,232	Closed	-$432K	–	76
2015 Q4	$432K	Buy	+12,232	New	+$460K	1.23%	30
2015 Q3	–	Sell	-18,895	Closed	-$871K	–	73
2015 Q2	$871K	Buy	+18,895	New	+$935K	0.6%	44

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

Edgestream Partners's FXI Position: Q2 2026 in Review

Edgestream Partners opened a new position in iShares China Large-Cap ETF (FXI) in Q2 2026: 19,248 shares worth $608K. The stake represents 0.02% of the portfolio and ranks #757 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in FXI as recently as Q4 2025.

Edgestream Partners first reported a position in FXI in Q2 2015 and has held it in 14 quarters since. The position peaked at $26.1M in Q4 2020. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Edgestream Partners held 19,248 shares of iShares China Large-Cap ETF worth $608K as of Q2 2026.
iShares China Large-Cap ETF was a new Edgestream Partners position in Q2 2026.
iShares China Large-Cap ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #757 holding.
Edgestream Partners first reported a position in iShares China Large-Cap ETF in Q2 2015 and has held it in 14 quarters since.
Edgestream Partners's iShares China Large-Cap ETF position peaked at $26.1M in Q4 2020.
323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.