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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
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
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

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

Hillcrest Wealth Advisors opened a new position in iShares China Large-Cap ETF (FXI) in Q1 2026: 29,900 shares worth $1.07M. The stake represents 0.43% of the portfolio and ranks #28 among its holdings. This is a return to the name: Hillcrest Wealth Advisors previously reported a position in FXI as recently as Q4 2024.

Hillcrest Wealth Advisors first reported a position in FXI in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.42M in Q4 2021. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • Hillcrest Wealth Advisors held 29,900 shares of iShares China Large-Cap ETF worth $1.07M as of Q1 2026.
  • iShares China Large-Cap ETF was a new Hillcrest Wealth Advisors position in Q1 2026.
  • iShares China Large-Cap ETF made up 0.43% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Hillcrest Wealth Advisors's iShares China Large-Cap ETF position peaked at $1.42M in Q4 2021.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.