EP Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

EP Wealth Advisors’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	$112K	Buy	+3,556	New	+$127K	﹤0.01%	1647

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

EP Wealth Advisors's FXI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares China Large-Cap ETF (FXI) in Q2 2026: 3,556 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1647 among its holdings.

323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

EP Wealth Advisors held 3,556 shares of iShares China Large-Cap ETF worth $112K as of Q2 2026.
iShares China Large-Cap ETF was a new EP Wealth Advisors position in Q2 2026.
iShares China Large-Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1647 holding.
323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.