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 Q2	–	Sell	-40	Closed	-$1.44K	–	4454
2026 Q1	$1.44K	Buy	+40	New	+$1.52K	﹤0.01%	3748
2025 Q2	–	Sell	-135	Closed	-$4.84K	–	4290
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 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

EverSource Wealth Advisors's FXI Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q2 2026, closing a stake of 40 shares — an estimated $1.44K sold.

EverSource Wealth Advisors first reported a position in FXI in Q1 2023 and held it in 10 quarters. The position peaked at $10.6K in Q3 2024. 326 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

EverSource Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 40 iShares China Large-Cap ETF shares in Q2 2026, an estimated $1.44K.
EverSource Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q1 2023 and held it in 10 quarters.
EverSource Wealth Advisors's iShares China Large-Cap ETF position peaked at $10.6K in Q3 2024.
326 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.