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

Hillcrest 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 Q2	$1.7M	Buy	53,775 +23,875	+80%	+$851K	0.61%	24
2026 Q1	$1.07M	Buy	+29,900	New	+$1.14M	0.43%	28
2025 Q1	–	Sell	-15,110	Closed	-$460K	–	49
2024 Q4	$460K	Buy	15,110 +1,645	+12%	+$51.9K	0.22%	36
2024 Q3	$428K	Sell	13,465 -12,800	-49%	-$338K	0.21%	34
2024 Q2	$683K	Sell	26,265 -15,410	-37%	-$405K	0.37%	29
2024 Q1	$1M	Sell	41,675 -6,975	-14%	-$161K	0.54%	24
2023 Q4	$1.17M	Buy	48,650 +15,475	+47%	+$392K	0.64%	24
2023 Q3	$880K	Buy	33,175 +8,595	+35%	+$237K	0.5%	30
2023 Q2	$668K	Sell	24,580 -3,650	-13%	-$102K	0.39%	28
2023 Q1	$834K	Buy	28,230 +895	+3%	+$26.9K	0.49%	29
2022 Q4	$774K	Sell	27,335 -12,400	-31%	-$321K	0.46%	30
2022 Q3	$1.03M	Buy	39,735 +11,010	+38%	+$330K	0.65%	28
2022 Q2	$974K	Sell	28,725 -6,700	-19%	-$210K	0.59%	29
2022 Q1	$1.13M	Sell	35,425 -3,400	-9%	-$120K	0.63%	27
2021 Q4	$1.42M	Buy	38,825 +15,175	+64%	+$595K	0.76%	26
2021 Q3	$921K	Buy	23,650 +17,500	+285%	+$723K	0.55%	27
2021 Q2	$285K	Sell	6,150 -4,800	-44%	-$222K	0.17%	43
2021 Q1	$511K	Buy	+10,950	New	+$544K	0.31%	35
2020 Q4	–	Sell	-15,350	Closed	-$645K	–	54
2020 Q3	$645K	Buy	15,350 +4,525	+42%	+$195K	0.46%	37
2020 Q2	$430K	Sell	10,825 -2,560	-19%	-$99.8K	0.37%	31
2020 Q1	$502K	Buy	13,385 +8,560	+177%	+$348K	0.5%	27
2019 Q4	$211K	Sell	4,825 -9,750	-67%	-$406K	0.18%	35
2019 Q3	$580K	Buy	14,575 +2,212	+18%	+$89.7K	0.5%	26
2019 Q2	$529K	Buy	+12,363	New	+$528K	0.45%	30
2019 Q1	–	Sell	-13,275	Closed	-$519K	–	42
2018 Q4	$519K	Buy	+13,275	New	+$536K	0.48%	31

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hillcrest Wealth Advisors's FXI Position: Q2 2026 in Review

Hillcrest Wealth Advisors increased its iShares China Large-Cap ETF (FXI) stake by 80% in Q2 2026, buying an estimated $851K and bringing the position to 53,775 shares worth $1.7M. The position accounts for 0.61% of the portfolio, ranked #24.

Hillcrest Wealth Advisors first reported a position in FXI in Q4 2018 and has held it in 25 quarters since. 325 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Hillcrest Wealth Advisors held 53,775 shares of iShares China Large-Cap ETF worth $1.7M as of Q2 2026.
Hillcrest Wealth Advisors bought 23,875 iShares China Large-Cap ETF shares in Q2 2026, an estimated $851K.
iShares China Large-Cap ETF made up 0.61% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Hillcrest Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q4 2018 and has held it in 25 quarters since.
325 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.