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GeoWealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

GeoWealth 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
Q2 		– Sell
-10,050
Closed -$242K – 894
2024
Q1 		$242K Buy
+10,050
New +$232K 0.01% 625
2020
Q4 		– Sell
-58,024
Closed -$2.44M – 213
2020
Q3 		$2.44M Buy
+58,024
New +$2.49M 0.74% 47

Other funds holding FXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GeoWealth Management's FXI Position: Q2 2024 in Review

GeoWealth Management sold out of iShares China Large-Cap ETF (FXI) in Q2 2024, closing a stake of 10,050 shares — an estimated $242K sold.

GeoWealth Management first reported a position in FXI in Q3 2020 and held it in 2 quarters. The position peaked at $2.44M in Q3 2020. 254 funds tracked by Wall St. Rank hold FXI as of Q2 2024.

  • GeoWealth Management reported no remaining iShares China Large-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • GeoWealth Management sold 10,050 iShares China Large-Cap ETF shares in Q2 2024, an estimated $242K.
  • GeoWealth Management first reported a position in iShares China Large-Cap ETF in Q3 2020 and held it in 2 quarters.
  • GeoWealth Management's iShares China Large-Cap ETF position peaked at $2.44M in Q3 2020.
  • 254 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2024.

Based on GeoWealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.