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

Engrave Wealth 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
2020
Q3 		– Sell
-750
Closed -$29K – 202
2020
Q2 		$29K Hold
750
– – 0.03% 149
2020
Q1 		$28K Hold
750
– – 0.03% 128
2019
Q4 		$32K Buy
+750
New +$31.3K 0.03% 168

Other funds holding FXI

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Engrave Wealth Partners's FXI Position: Q3 2020 in Review

Engrave Wealth Partners sold out of iShares China Large-Cap ETF (FXI) in Q3 2020, closing a stake of 750 shares — an estimated $29K sold.

Engrave Wealth Partners first reported a position in FXI in Q4 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 264 funds tracked by Wall St. Rank hold FXI as of Q3 2020.

  • Engrave Wealth Partners reported no remaining iShares China Large-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 750 iShares China Large-Cap ETF shares in Q3 2020, an estimated $29K.
  • Engrave Wealth Partners first reported a position in iShares China Large-Cap ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's iShares China Large-Cap ETF position peaked at $32K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.