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Financial Services Advisory’s iShares China Large-Cap ETF FXI Stock Holding History

Financial Services Advisory’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
Q3 		– Sell
-15,414
Closed -$401K – 58
2024
Q2 		$401K Buy
+15,414
New +$405K 0.11% 50
2023
Q1 		– Sell
-24,322
Closed -$688K – 35
2022
Q4 		$688K Buy
+24,322
New +$629K 0.44% 24
2022
Q3 		– Sell
-23,865
Closed -$809K – 13
2022
Q2 		$809K Buy
+23,865
New +$748K 3.31% 6

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Financial Services Advisory's FXI Position: Q3 2024 in Review

Financial Services Advisory sold out of iShares China Large-Cap ETF (FXI) in Q3 2024, closing a stake of 15,414 shares — an estimated $401K sold.

Financial Services Advisory first reported a position in FXI in Q2 2022 and held it in 3 quarters. The position peaked at $809K in Q2 2022. 303 funds tracked by Wall St. Rank hold FXI as of Q3 2024.

  • Financial Services Advisory reported no remaining iShares China Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Services Advisory sold 15,414 iShares China Large-Cap ETF shares in Q3 2024, an estimated $401K.
  • Financial Services Advisory first reported a position in iShares China Large-Cap ETF in Q2 2022 and held it in 3 quarters.
  • Financial Services Advisory's iShares China Large-Cap ETF position peaked at $809K in Q2 2022.
  • 303 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2024.

Based on Financial Services Advisory's 13F filing for Q3 2024, filed 31 Oct 2024.