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

HCR 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
2021
Q1 		– Sell
-379
Closed -$18K – 198
2020
Q4 		$18K Hold
379
– – ﹤0.01% 237
2020
Q3 		$16K Hold
379
– – ﹤0.01% 213
2020
Q2 		$15K Hold
379
– – ﹤0.01% 214
2020
Q1 		$14K Hold
379
– – ﹤0.01% 200
2019
Q4 		$17K Buy
+379
New +$15.8K ﹤0.01% 199

Other funds holding FXI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HCR Wealth Advisors's FXI Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q1 2021, closing a stake of 379 shares — an estimated $18K sold.

HCR Wealth Advisors first reported a position in FXI in Q4 2019 and held it in 5 quarters. The position peaked at $18K in Q4 2020. 284 funds tracked by Wall St. Rank hold FXI as of Q1 2021.

  • HCR Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 379 iShares China Large-Cap ETF shares in Q1 2021, an estimated $18K.
  • HCR Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q4 2019 and held it in 5 quarters.
  • HCR Wealth Advisors's iShares China Large-Cap ETF position peaked at $18K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.