HWA
FXI icon

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

HHM 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
2026
Q1 		– Sell
-2,700
Closed -$103K – 897
2025
Q4 		$103K Hold
2,700
– – 0.01% 266
2025
Q3 		$111K Buy
2,700
+1,200
+80% +$46.4K 0.01% 271
2025
Q2 		$55.1K Hold
1,500
– – 0.01% 359
2025
Q1 		$53.8K Buy
+1,500
New +$50.8K 0.01% 348

Other funds holding FXI

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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HHM Wealth Advisors's FXI Position: Q1 2026 in Review

HHM Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q1 2026, closing a stake of 2,700 shares — an estimated $103K sold.

HHM Wealth Advisors first reported a position in FXI in Q1 2025 and held it in 4 quarters. The position peaked at $111K in Q3 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • HHM Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 2,700 iShares China Large-Cap ETF shares in Q1 2026, an estimated $103K.
  • HHM Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q1 2025 and held it in 4 quarters.
  • HHM Wealth Advisors's iShares China Large-Cap ETF position peaked at $111K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.