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

Evoke Wealth’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	-5,100	Closed	-$210K	–	704
2025 Q3	$210K	Buy	+5,100	New	+$197K	﹤0.01%	596
2023 Q1	–	Sell	-9,227	Closed	-$261K	–	363
2022 Q4	$261K	Sell	9,227 -5,515	-37%	-$143K	0.01%	303
2022 Q3	$381K	Hold	14,742	–	–	0.02%	239
2022 Q2	$500K	Buy	14,742 +7,112	+93%	+$223K	0.02%	214
2022 Q1	$244K	Hold	7,630	–	–	0.01%	316
2021 Q4	$279K	Buy	7,630 +5,080	+199%	+$199K	0.01%	315
2021 Q3	$99K	Buy	+2,550	New	+$105K	﹤0.01%	427
2020 Q3	–	Sell	-240	Closed	-$10K	–	1058
2020 Q2	$10K	Sell	240 -2,862	-92%	-$112K	﹤0.01%	548
2020 Q1	$116K	Buy	+3,102	New	+$126K	0.02%	241
2019 Q4	–	Sell	-2,580	Closed	-$103K	–	1316
2019 Q3	$103K	Buy	+2,580	New	+$105K	0.01%	359

Other funds holding FXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evoke Wealth's FXI Position: Q4 2025 in Review

Evoke Wealth sold out of iShares China Large-Cap ETF (FXI) in Q4 2025, closing a stake of 5,100 shares — an estimated $210K sold.

Evoke Wealth first reported a position in FXI in Q3 2019 and held it in 10 quarters. The position peaked at $500K in Q2 2022. 381 funds tracked by Wall St. Rank hold FXI as of Q4 2025.

Evoke Wealth reported no remaining iShares China Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
Evoke Wealth sold 5,100 iShares China Large-Cap ETF shares in Q4 2025, an estimated $210K.
Evoke Wealth first reported a position in iShares China Large-Cap ETF in Q3 2019 and held it in 10 quarters.
Evoke Wealth's iShares China Large-Cap ETF position peaked at $500K in Q2 2022.
381 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.