IFP Advisors’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
37,115
+3,578
| +11% | +$132K | 0.04% | 477 |
|
|
2025
Q1 | $1.2M | Buy |
33,537
+2,863
| +9% | +$103K | 0.04% | 509 |
|
|
2024
Q4 | $934K | Buy |
30,674
+30,158
| +5,845% | +$918K | 0.03% | 546 |
|
|
2024
Q3 | $16.4K | Hold |
516
| – | – | ﹤0.01% | 2228 |
|
|
2024
Q2 | $13.4K | Hold |
516
| – | – | ﹤0.01% | 2238 |
|
|
2024
Q1 | $12.4K | Hold |
516
| – | – | ﹤0.01% | 2159 |
|
|
2023
Q4 | $12.4K | Hold |
516
| – | – | ﹤0.01% | 2110 |
|
|
2023
Q3 | $13.7K | Sell |
516
-35
| -6% | -$929 | ﹤0.01% | 2122 |
|
|
2023
Q2 | $15K | Sell |
551
-4,846
| -90% | -$132K | ﹤0.01% | 2143 |
|
|
2023
Q1 | $256K | Buy |
5,397
+4,786
| +783% | +$227K | 0.01% | 846 |
|
|
2022
Q4 | $29K | Sell |
611
-770
| -56% | -$36.5K | ﹤0.01% | 2618 |
|
|
2022
Q3 | $64K | Hold |
1,381
| – | – | ﹤0.01% | 2187 |
|
|
2022
Q2 | $64K | Hold |
1,381
| – | – | ﹤0.01% | 1989 |
|
|
2022
Q1 | $64K | Buy |
1,381
+195
| +16% | +$9.04K | ﹤0.01% | 1989 |
|
|
2021
Q4 | $44K | Sell |
1,186
-35
| -3% | -$1.3K | ﹤0.01% | 1574 |
|
|
2021
Q3 | $47K | Sell |
1,221
-2,460
| -67% | -$94.7K | ﹤0.01% | 1556 |
|
|
2021
Q2 | $170K | Sell |
3,681
-266
| -7% | -$12.3K | ﹤0.01% | 981 |
|
|
2021
Q1 | $185K | Buy |
3,947
+100
| +3% | +$4.69K | ﹤0.01% | 874 |
|
|
2020
Q4 | $178K | Buy |
3,847
+100
| +3% | +$4.63K | 0.01% | 851 |
|
|
2020
Q3 | $155K | Sell |
3,747
-412
| -10% | -$17K | 0.01% | 797 |
|
|
2020
Q2 | $165K | Buy |
4,159
+1
| +0% | +$40 | 0.01% | 744 |
|
|
2020
Q1 | $160K | Sell |
4,158
-6,100
| -59% | -$235K | 0.02% | 649 |
|
|
2019
Q4 | $451K | Buy |
10,258
+5,951
| +138% | +$262K | 0.03% | 447 |
|
|
2019
Q3 | $169K | Buy |
+4,307
| New | +$169K | 0.01% | 827 |
|
|
2019
Q1 | $41K | Sell |
925
-4,331
| -82% | -$192K | 0.01% | 1043 |
|
|
2018
Q4 | $205K | Sell |
5,256
-2,249
| -30% | -$87.7K | 0.01% | 850 |
|
|
2018
Q3 | $321K | Buy |
7,505
+1,997
| +36% | +$85.4K | 0.01% | 853 |
|
|
2018
Q2 | $237K | Sell |
5,508
-362
| -6% | -$15.6K | 0.01% | 978 |
|
|
2018
Q1 | $271K | Hold |
5,870
| – | – | 0.01% | 862 |
|
|
2017
Q4 | $271K | Sell |
5,870
-585
| -9% | -$27K | 0.01% | 861 |
|
|
2017
Q3 | $284K | Buy |
6,455
+241
| +4% | +$10.6K | 0.01% | 941 |
|
|
2017
Q2 | $247K | Buy |
6,214
+139
| +2% | +$5.53K | 0.01% | 1001 |
|
|
2017
Q1 | $234K | Buy |
6,075
+3,751
| +161% | +$144K | 0.01% | 1033 |
|
|
2016
Q4 | $81K | Sell |
2,324
-1,513
| -39% | -$52.7K | ﹤0.01% | 1572 |
|
|
2016
Q3 | $146K | Buy |
3,837
+2,513
| +190% | +$95.6K | 0.01% | 1150 |
|
|
2016
Q2 | $45K | Buy |
1,324
+399
| +43% | +$13.6K | ﹤0.01% | 1822 |
|
|
2016
Q1 | $41K | Sell |
925
-465
| -33% | -$20.6K | 0.01% | 1043 |
|
|
2015
Q4 | $49K | Buy |
+1,390
| New | +$49K | ﹤0.01% | 1630 |
|