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Gradient Investments’s iShares China Large-Cap ETF FXI Stock Holding History

Gradient Investments’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
2022
Q1 		– Sell
-150
Closed -$5K – 1232
2021
Q4 		$5K Buy
+150
New +$5.88K ﹤0.01% 931
2020
Q1 		– Sell
-356
Closed -$16K – 1139
2019
Q4 		$16K Buy
356
+6
+2% +$250 ﹤0.01% 598
2019
Q3 		$14K Buy
+350
New +$14.2K ﹤0.01% 584
2018
Q4 		– Sell
-99
Closed -$4K – 975
2018
Q3 		$4K Sell
99
-49,595
-100% -$2.1M ﹤0.01% 767
2018
Q2 		$2.13M Buy
49,694
+7,203
+17% +$337K 0.11% 116
2018
Q1 		$2.01M Buy
42,491
+5,216
+14% +$256K 0.11% 112
2017
Q4 		$1.72M Buy
37,275
+7,007
+23% +$323K 0.1% 105
2017
Q3 		$1.33M Buy
30,268
+9,690
+47% +$415K 0.09% 95
2017
Q2 		$817K Buy
20,578
+13,354
+185% +$523K 0.06% 107
2017
Q1 		$278K Buy
7,224
+6,771
+1,495% +$255K 0.02% 181
2016
Q4 		$16K Buy
453
+45
+11% +$1.66K ﹤0.01% 382
2016
Q3 		$15K Hold
408
– – ﹤0.01% 396
2016
Q2 		$14K Sell
408
-200
-33% -$6.64K ﹤0.01% 384
2016
Q1 		$21K Hold
608
– – ﹤0.01% 348
2015
Q4 		$21K Hold
608
– – ﹤0.01% 318
2015
Q3 		$22K Hold
608
– – ﹤0.01% 299
2015
Q2 		$28K Sell
608
-39,100
-98% -$1.94M ﹤0.01% 288
2015
Q1 		$1.76M Sell
39,708
-5,900
-13% -$251K 0.26% 96
2014
Q4 		$1.9M Sell
45,608
-10,196
-18% -$403K 0.31% 86
2014
Q3 		$2.14M Buy
55,804
+28,103
+101% +$1.13M 0.39% 75
2014
Q2 		$1.03M Sell
27,701
-3,500
-11% -$127K 0.2% 98
2014
Q1 		$1.12M Sell
31,201
-3,514
-10% -$123K 0.26% 84
2013
Q4 		$1.33M Sell
34,715
-995
-3% -$38K 0.35% 83
2013
Q3 		$1.32M Sell
35,710
-1,990
-5% -$70.7K 0.42% 81
2013
Q2 		$1.23M Buy
+37,700
New +$1.36M 0.46% 48

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Gradient Investments's FXI Position: Q1 2022 in Review

Gradient Investments sold out of iShares China Large-Cap ETF (FXI) in Q1 2022, closing a stake of 150 shares — an estimated $5K sold.

Gradient Investments first reported a position in FXI in Q2 2013 and held it in 25 quarters. The position peaked at $2.14M in Q3 2014. 272 funds tracked by Wall St. Rank hold FXI as of Q1 2022.

  • Gradient Investments reported no remaining iShares China Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 150 iShares China Large-Cap ETF shares in Q1 2022, an estimated $5K.
  • Gradient Investments first reported a position in iShares China Large-Cap ETF in Q2 2013 and held it in 25 quarters.
  • Gradient Investments's iShares China Large-Cap ETF position peaked at $2.14M in Q3 2014.
  • 272 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.