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Elmwood Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Elmwood Wealth Management’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
2019
Q4 		– Sell
-86
Closed -$3K – 144
2019
Q3 		$3K Hold
86
– – ﹤0.01% 236
2019
Q2 		$4K Hold
86
– – ﹤0.01% 241
2019
Q1 		$4K Hold
86
– – ﹤0.01% 236
2018
Q4 		$3K Buy
+86
New +$3.48K ﹤0.01% 260

Other funds holding FXI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Elmwood Wealth Management's FXI Position: Q4 2019 in Review

Elmwood Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q4 2019, closing a stake of 86 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in FXI in Q4 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 306 funds tracked by Wall St. Rank hold FXI as of Q4 2019.

  • Elmwood Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 86 iShares China Large-Cap ETF shares in Q4 2019, an estimated $3K.
  • Elmwood Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2018 and held it in 4 quarters.
  • Elmwood Wealth Management's iShares China Large-Cap ETF position peaked at $4K in Q2 2019.
  • 306 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.