EverSource Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-135
| Closed | -$4.84K | – | 4283 |
|
|
2025
Q1 | $4.84K | Sell |
135
-200
| -60% | -$7.17K | ﹤0.01% | 2508 |
|
|
2024
Q4 | $10.2K | Hold |
335
| – | – | ﹤0.01% | 1983 |
|
|
2024
Q3 | $10.6K | Buy |
335
+10
| +3% | +$318 | ﹤0.01% | 1827 |
|
|
2024
Q2 | $8.35K | Hold |
325
| – | – | ﹤0.01% | 1949 |
|
|
2024
Q1 | $8.28K | Hold |
325
| – | – | ﹤0.01% | 1794 |
|
|
2023
Q4 | $7.81K | Hold |
325
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q3 | $8.62K | Hold |
325
| – | – | ﹤0.01% | 1483 |
|
|
2023
Q2 | $8.84K | Hold |
325
| – | – | ﹤0.01% | 1491 |
|
|
2023
Q1 | $9.6K | Buy |
+325
| New | +$9.6K | ﹤0.01% | 1378 |
|