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

EPG 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
2026 Q1	$3.98K	Hold	111	–	–	﹤0.01%	304
2025 Q4	$4.25K	Sell	111 -100	-47%	-$3.97K	﹤0.01%	298
2025 Q3	$8.68K	Buy	211 +100	+90%	+$3.87K	﹤0.01%	280
2025 Q2	$4.08K	Hold	111	–	–	﹤0.01%	293
2025 Q1	$3.98K	Hold	111	–	–	﹤0.01%	398
2024 Q4	$3.38K	Hold	111	–	–	﹤0.01%	408
2024 Q3	$3.53K	Buy	+111	New	+$2.94K	﹤0.01%	402
2024 Q2	–	Sell	-111	Closed	-$2.92K	–	428
2024 Q1	$2.67K	Hold	111	–	–	﹤0.01%	428
2023 Q4	$2.46K	Hold	111	–	–	﹤0.01%	409
2023 Q3	$2.94K	Hold	111	–	–	﹤0.01%	399
2023 Q2	$3.02K	Hold	111	–	–	﹤0.01%	393
2023 Q1	$3.28K	Hold	111	–	–	﹤0.01%	395
2022 Q4	$3.14K	Hold	111	–	–	﹤0.01%	358
2022 Q3	$3K	Buy	+111	New	+$3.32K	﹤0.01%	364
2022 Q2	–	Sell	-111	Closed	-$4K	–	272
2022 Q1	$4K	Buy	+111	New	+$3.92K	﹤0.01%	373
2020 Q1	–	Sell	-1,928	Closed	-$84K	–	802
2019 Q4	$84K	Buy	+1,928	New	+$80.4K	0.06%	167

Other funds holding FXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EPG Wealth Management's FXI Position: Q1 2026 in Review

EPG Wealth Management held its iShares China Large-Cap ETF (FXI) position steady in Q1 2026 at 111 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

EPG Wealth Management first reported a position in FXI in Q4 2019 and has held it in 16 quarters since. The position peaked at $84K in Q4 2019. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

EPG Wealth Management held 111 shares of iShares China Large-Cap ETF worth $3.98K as of Q1 2026.
EPG Wealth Management left its iShares China Large-Cap ETF share count unchanged in Q1 2026.
iShares China Large-Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #304 holding.
EPG Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2019 and has held it in 16 quarters since.
EPG Wealth Management's iShares China Large-Cap ETF position peaked at $84K in Q4 2019.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.