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Evelyn Partners Investment Management (Europe)’s iShares China Large-Cap ETF FXI Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$124K Hold
3,460
– – 0.04% 101
2025
Q4 		$132K Hold
3,460
– – 0.04% 99
2025
Q3 		$142K Hold
3,460
– – 0.05% 93
2025
Q2 		$127K Hold
3,460
– – 0.05% 95
2025
Q1 		$124K Buy
3,460
+2,710
+361% +$91.7K 0.05% 93
2024
Q4 		$22.8K Buy
+750
New +$23.6K 0.01% 150

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s FXI Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its iShares China Large-Cap ETF (FXI) position steady in Q1 2026 at 3,460 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #101.

Evelyn Partners Investment Management (Europe) first reported a position in FXI in Q4 2024 and has held it in 6 quarters since. The position peaked at $142K in Q3 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 3,460 shares of iShares China Large-Cap ETF worth $124K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its iShares China Large-Cap ETF share count unchanged in Q1 2026.
  • iShares China Large-Cap ETF made up 0.04% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #101 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in iShares China Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s iShares China Large-Cap ETF position peaked at $142K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.