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Essex Financial Services’s iShares China Large-Cap ETF FXI Stock Holding History

Essex Financial Services’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 		$415K Hold
13,144
– – 0.02% 538
2026
Q1 		$472K Buy
13,144
+5,181
+65% +$197K 0.03% 472
2025
Q4 		$305K Buy
7,963
+1,923
+32% +$76.3K 0.02% 594
2025
Q3 		$248K Buy
+6,040
New +$233K 0.01% 629

Other funds holding FXI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Essex Financial Services's FXI Position: Q2 2026 in Review

Essex Financial Services held its iShares China Large-Cap ETF (FXI) position steady in Q2 2026 at 13,144 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #538.

Essex Financial Services first reported a position in FXI in Q3 2025 and has held it in 4 quarters since. The position peaked at $472K in Q1 2026. 214 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

  • Essex Financial Services held 13,144 shares of iShares China Large-Cap ETF worth $415K as of Q2 2026.
  • Essex Financial Services left its iShares China Large-Cap ETF share count unchanged in Q2 2026.
  • iShares China Large-Cap ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #538 holding.
  • Essex Financial Services first reported a position in iShares China Large-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Essex Financial Services's iShares China Large-Cap ETF position peaked at $472K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.