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Garton & Associates Financial Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-522
Closed -$20K – 333
2025
Q4 		$20K Buy
+522
New +$20.7K 0.01% 641

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Garton & Associates Financial Advisors's FXI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares China Large-Cap ETF (FXI) in Q1 2026, closing a stake of 522 shares — an estimated $20K sold.

Garton & Associates Financial Advisors first reported a position in FXI in Q4 2025 and held it in 1 quarter. The position peaked at $20K in Q4 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares China Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 522 iShares China Large-Cap ETF shares in Q1 2026, an estimated $20K.
  • Garton & Associates Financial Advisors first reported a position in iShares China Large-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares China Large-Cap ETF position peaked at $20K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.