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Financial Advocates Investment Management’s iShares China Large-Cap ETF FXI Stock Holding History

Financial Advocates Investment Management’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
2024
Q4 		– Sell
-11,077
Closed -$1.39M – 773
2024
Q3 		$1.39M Buy
+11,077
New +$293K 0.08% 242
2024
Q2 		– Sell
-6,185
Closed -$849K – 774
2024
Q1 		$849K Buy
+6,185
New +$143K 0.05% 339

Other funds holding FXI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Financial Advocates Investment Management's FXI Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of iShares China Large-Cap ETF (FXI) in Q4 2024, closing a stake of 11,077 shares — an estimated $1.39M sold.

Financial Advocates Investment Management first reported a position in FXI in Q1 2024 and held it in 2 quarters. The position peaked at $1.39M in Q3 2024. 315 funds tracked by Wall St. Rank hold FXI as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining iShares China Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,077 iShares China Large-Cap ETF shares in Q4 2024, an estimated $1.39M.
  • Financial Advocates Investment Management first reported a position in iShares China Large-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's iShares China Large-Cap ETF position peaked at $1.39M in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.