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

Exencial 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
2025
Q4 		– Sell
-10,724
Closed -$441K – 554
2025
Q3 		$441K Hold
10,724
– – 0.01% 397
2025
Q2 		$394K Hold
10,724
– – 0.01% 403
2025
Q1 		$384K Buy
10,724
+1,415
+15% +$47.9K 0.01% 396
2024
Q4 		$283K Buy
+9,309
New +$294K 0.01% 434

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Exencial Wealth Advisors's FXI Position: Q4 2025 in Review

Exencial Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q4 2025, closing a stake of 10,724 shares — an estimated $441K sold.

Exencial Wealth Advisors first reported a position in FXI in Q4 2024 and held it in 4 quarters. The position peaked at $441K in Q3 2025. 381 funds tracked by Wall St. Rank hold FXI as of Q4 2025.

  • Exencial Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 10,724 iShares China Large-Cap ETF shares in Q4 2025, an estimated $441K.
  • Exencial Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q4 2024 and held it in 4 quarters.
  • Exencial Wealth Advisors's iShares China Large-Cap ETF position peaked at $441K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2025.

Based on Exencial Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.