HM Payson & Co’s iShares China Large-Cap ETF FXI Stock Holding History

HM Payson & Co’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
2025 Q1	–	Sell	-990	Closed	-$30.1K	–	1056
2024 Q4	$30.1K	Buy	+990	New	+$31.2K	﹤0.01%	715
2022 Q1	–	Sell	-1,200	Closed	-$44K	–	1087
2021 Q4	$44K	Hold	1,200	–	–	﹤0.01%	629
2021 Q3	$47K	Hold	1,200	–	–	﹤0.01%	600
2021 Q2	$56K	Sell	1,200 -600	-33%	-$27.7K	﹤0.01%	566
2021 Q1	$84K	Buy	1,800 +600	+50%	+$29.8K	﹤0.01%	511
2020 Q4	$56K	Hold	1,200	–	–	﹤0.01%	587
2020 Q3	$50K	Hold	1,200	–	–	﹤0.01%	563
2020 Q2	$48K	Hold	1,200	–	–	﹤0.01%	531
2020 Q1	$45K	Hold	1,200	–	–	﹤0.01%	517
2019 Q4	$52K	Hold	1,200	–	–	﹤0.01%	584
2019 Q3	$48K	Hold	1,200	–	–	﹤0.01%	599
2019 Q2	$51K	Buy	+1,200	New	+$51.3K	﹤0.01%	595

Other funds holding FXI

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

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

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

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

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

CLGM

Capitolis Liquid Global Markets New York $23B AUM 48.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

HM Payson & Co's FXI Position: Q1 2025 in Review

HM Payson & Co sold out of iShares China Large-Cap ETF (FXI) in Q1 2025, closing a stake of 990 shares — an estimated $30.1K sold.

HM Payson & Co first reported a position in FXI in Q2 2019 and held it in 12 quarters. The position peaked at $84K in Q1 2021. 370 funds tracked by Wall St. Rank hold FXI as of Q1 2025.

HM Payson & Co reported no remaining iShares China Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
HM Payson & Co sold 990 iShares China Large-Cap ETF shares in Q1 2025, an estimated $30.1K.
HM Payson & Co first reported a position in iShares China Large-Cap ETF in Q2 2019 and held it in 12 quarters.
HM Payson & Co's iShares China Large-Cap ETF position peaked at $84K in Q1 2021.
370 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.