Foundations Investment Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Foundations Investment 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
2020 Q4	–	Sell	-43,125	Closed	-$1.81M	–	192
2020 Q3	$1.81M	Buy	+43,125	New	+$1.85M	0.4%	41
2020 Q1	–	Sell	-1,154,263	Closed	-$50.9M	–	129
2019 Q4	$50.9M	Buy	1,154,263 +1,029,232	+823%	+$42.9M	6.26%	6
2019 Q3	$5.04M	Buy	125,031 +18,238	+17%	+$740K	0.66%	20
2019 Q2	$4.61M	Buy	+106,793	New	+$4.56M	0.69%	19
2019 Q1	–	Sell	-801,720	Closed	-$34.8M	–	103
2018 Q4	$34.8M	Buy	801,720 +416,658	+108%	+$16.8M	7.36%	8
2018 Q3	$16.5M	Buy	385,062 +67,185	+21%	+$2.84M	4.01%	9
2018 Q2	$13.7M	Buy	+317,877	New	+$14.9M	3.64%	11

Other funds holding FXI

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Foundations Investment Advisors's FXI Position: Q4 2020 in Review

Foundations Investment Advisors sold out of iShares China Large-Cap ETF (FXI) in Q4 2020, closing a stake of 43,125 shares — an estimated $1.81M sold.

Foundations Investment Advisors first reported a position in FXI in Q2 2018 and held it in 7 quarters. The position peaked at $50.9M in Q4 2019. 286 funds tracked by Wall St. Rank hold FXI as of Q4 2020.

Foundations Investment Advisors reported no remaining iShares China Large-Cap ETF position as of Q4 2020 after selling out during the quarter.
Foundations Investment Advisors sold 43,125 iShares China Large-Cap ETF shares in Q4 2020, an estimated $1.81M.
Foundations Investment Advisors first reported a position in iShares China Large-Cap ETF in Q2 2018 and held it in 7 quarters.
Foundations Investment Advisors's iShares China Large-Cap ETF position peaked at $50.9M in Q4 2019.
286 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2020.

Based on Foundations Investment Advisors's 13F filing for Q4 2020, filed 13 Jan 2021.