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

Herold 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
2022
Q2 		– Sell
-400
Closed -$12.8K – 359
2022
Q1 		$12.8K Buy
+400
New +$14.1K ﹤0.01% 568
2021
Q4 		– Sell
-400
Closed -$15K – 348
2021
Q3 		$15K Buy
+400
New +$16.5K 0.01% 549

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
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
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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Herold Advisors's FXI Position: Q2 2022 in Review

Herold Advisors sold out of iShares China Large-Cap ETF (FXI) in Q2 2022, closing a stake of 400 shares — an estimated $12.8K sold.

Herold Advisors first reported a position in FXI in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 283 funds tracked by Wall St. Rank hold FXI as of Q2 2022.

  • Herold Advisors reported no remaining iShares China Large-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 400 iShares China Large-Cap ETF shares in Q2 2022, an estimated $12.8K.
  • Herold Advisors first reported a position in iShares China Large-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares China Large-Cap ETF position peaked at $15K in Q3 2021.
  • 283 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.