FWA
FXI icon

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

FSC 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
Q2 		– Sell
-110,736
Closed -$3.97M – 139
2025
Q1 		$3.97M Buy
110,736
+110,636
+110,636% +$3.75M 2.6% 11
2024
Q4 		$51 Buy
+100
New +$3.15K ﹤0.01% 298

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

FSC Wealth Advisors's FXI Position: Q2 2025 in Review

FSC Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q2 2025, closing a stake of 110,736 shares — an estimated $3.97M sold.

FSC Wealth Advisors first reported a position in FXI in Q4 2024 and held it in 2 quarters. The position peaked at $3.97M in Q1 2025. 365 funds tracked by Wall St. Rank hold FXI as of Q2 2025.

  • FSC Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 110,736 iShares China Large-Cap ETF shares in Q2 2025, an estimated $3.97M.
  • FSC Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q4 2024 and held it in 2 quarters.
  • FSC Wealth Advisors's iShares China Large-Cap ETF position peaked at $3.97M in Q1 2025.
  • 365 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.