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 Q3	$3.78K	Hold	111	–	–	﹤0.01%	308
2026 Q2	$3.51K	Hold	111	–	–	﹤0.01%	307
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%	+$3.86K	﹤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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Silphium Asset Management London, United Kingdom $305M AUM 24.67% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

EPG Wealth Management's FXI Position: Q3 2026 in Review

EPG Wealth Management held its iShares China Large-Cap ETF (FXI) position steady in Q3 2026 at 111 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

EPG Wealth Management first reported a position in FXI in Q4 2019 and has held it in 18 quarters since. The position peaked at $84K in Q4 2019. 121 funds tracked by Wall St. Rank hold FXI as of Q3 2026.

EPG Wealth Management held 111 shares of iShares China Large-Cap ETF worth $3.78K as of Q3 2026.
EPG Wealth Management left its iShares China Large-Cap ETF share count unchanged in Q3 2026.
iShares China Large-Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q3 2026, its #308 holding.
EPG Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2019 and has held it in 18 quarters since.
EPG Wealth Management's iShares China Large-Cap ETF position peaked at $84K in Q4 2019.
121 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.