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

Evelyn Partners Investment 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
2025
Q4 		– Sell
-1,375
Closed -$56.6K – 417
2025
Q3 		$56.6K Hold
1,375
– – ﹤0.01% 276
2025
Q2 		$50.5K Hold
1,375
– – ﹤0.01% 281
2025
Q1 		$49.3K Buy
+1,375
New +$46.5K ﹤0.01% 277

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Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evelyn Partners Investment Management's FXI Position: Q4 2025 in Review

Evelyn Partners Investment Management sold out of iShares China Large-Cap ETF (FXI) in Q4 2025, closing a stake of 1,375 shares — an estimated $56.6K sold.

Evelyn Partners Investment Management first reported a position in FXI in Q1 2025 and held it in 3 quarters. The position peaked at $56.6K in Q3 2025. 381 funds tracked by Wall St. Rank hold FXI as of Q4 2025.

  • Evelyn Partners Investment Management reported no remaining iShares China Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 1,375 iShares China Large-Cap ETF shares in Q4 2025, an estimated $56.6K.
  • Evelyn Partners Investment Management first reported a position in iShares China Large-Cap ETF in Q1 2025 and held it in 3 quarters.
  • Evelyn Partners Investment Management's iShares China Large-Cap ETF position peaked at $56.6K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.