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

Evercore 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 Q2	–	Sell	-7,000	Closed	-$251K	–	439
2026 Q1	$251K	Hold	7,000	–	–	﹤0.01%	358
2025 Q4	$268K	Hold	7,000	–	–	﹤0.01%	358
2025 Q3	$288K	Buy	+7,000	New	+$271K	﹤0.01%	353
2016 Q1	–	Sell	-1,479	Closed	-$52K	–	964
2015 Q4	$52K	Buy	1,479 +82	+6%	+$3.08K	﹤0.01%	588
2015 Q3	$50K	Hold	1,397	–	–	﹤0.01%	586
2015 Q2	$64K	Hold	1,397	–	–	﹤0.01%	593
2015 Q1	$62K	Buy	+1,397	New	+$59.5K	﹤0.01%	599
2014 Q4	–	Sell	-2,032	Closed	-$77K	–	907
2014 Q3	$77K	Hold	2,032	–	–	﹤0.01%	548
2014 Q2	$76K	Sell	2,032 -800	-28%	-$29K	﹤0.01%	551
2014 Q1	$102K	Sell	2,832 -293	-9%	-$10.3K	0.01%	484
2013 Q4	$120K	Sell	3,125 -1,300	-29%	-$49.6K	0.01%	429
2013 Q3	$166K	Sell	4,425 -2,124	-32%	-$75.4K	0.01%	413
2013 Q2	$212K	Buy	+6,549	New	+$236K	0.01%	388

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evercore Wealth Management's FXI Position: Q2 2026 in Review

Evercore Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q2 2026, closing a stake of 7,000 shares — an estimated $251K sold.

Evercore Wealth Management first reported a position in FXI in Q2 2013 and held it in 13 quarters. The position peaked at $288K in Q3 2025. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Evercore Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Evercore Wealth Management sold 7,000 iShares China Large-Cap ETF shares in Q2 2026, an estimated $251K.
Evercore Wealth Management first reported a position in iShares China Large-Cap ETF in Q2 2013 and held it in 13 quarters.
Evercore Wealth Management's iShares China Large-Cap ETF position peaked at $288K in Q3 2025.
323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.