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EverSource Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

EverSource Wealth Advisors’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 		$1.44K Buy
+40
New +$1.52K ﹤0.01% 3748
2025
Q2 		– Sell
-135
Closed -$4.84K – 4291
2025
Q1 		$4.84K Sell
135
-200
-60% -$6.77K ﹤0.01% 2510
2024
Q4 		$10.2K Hold
335
– – ﹤0.01% 1983
2024
Q3 		$10.6K Buy
335
+10
+3% +$264 ﹤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 +$9.76K ﹤0.01% 1379

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 $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $10B AUM 35.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return