IHT Wealth Management’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 | $562K | Buy |
15,302
+162
| +1% | +$5.96K | 0.02% | 660 |
|
2025
Q1 | $543K | Sell |
15,140
-1,266
| -8% | -$45.4K | 0.02% | 645 |
|
2024
Q4 | $499K | Sell |
16,406
-24,739
| -60% | -$753K | 0.02% | 683 |
|
2024
Q3 | $1.31M | Buy |
41,145
+25,605
| +165% | +$817K | 0.04% | 427 |
|
2024
Q2 | $404K | Buy |
15,540
+2,556
| +20% | +$66.4K | 0.02% | 698 |
|
2024
Q1 | $313K | Buy |
12,984
+2,951
| +29% | +$71K | 0.01% | 786 |
|
2023
Q4 | $241K | Buy |
+10,033
| New | +$241K | 0.01% | 846 |
|
2022
Q2 | – | Sell |
-7,850
| Closed | -$251K | – | 764 |
|
2022
Q1 | $251K | Sell |
7,850
-918
| -10% | -$29.4K | 0.02% | 632 |
|
2021
Q4 | $321K | Sell |
8,768
-22,459
| -72% | -$822K | 0.02% | 578 |
|
2021
Q3 | $1.22M | Sell |
31,227
-960
| -3% | -$37.4K | 0.1% | 206 |
|
2021
Q2 | $1.49M | Sell |
32,187
-55
| -0.2% | -$2.55K | 0.09% | 225 |
|
2021
Q1 | $1.5M | Buy |
32,242
+885
| +3% | +$41.3K | 0.11% | 194 |
|
2020
Q4 | $1.46M | Buy |
31,357
+2,252
| +8% | +$105K | 0.12% | 174 |
|
2020
Q3 | $1.22M | Buy |
29,105
+605
| +2% | +$25.4K | 0.12% | 177 |
|
2020
Q2 | $1.13M | Sell |
28,500
-195
| -0.7% | -$7.74K | 0.16% | 146 |
|
2020
Q1 | $1.08M | Buy |
+28,695
| New | +$1.08M | 0.16% | 153 |
|
2018
Q2 | – | Sell |
-1,284
| Closed | -$59K | – | 778 |
|
2018
Q1 | $59K | Buy |
1,284
+384
| +43% | +$17.6K | 0.02% | 629 |
|
2017
Q4 | $44K | Hold |
900
| – | – | 0.01% | 735 |
|
2017
Q3 | $41K | Hold |
900
| – | – | 0.02% | 569 |
|
2017
Q2 | $595 | Hold |
900
| – | – | 0.29% | 84 |
|
2017
Q1 | $35K | Hold |
900
| – | – | 0.02% | 512 |
|
2016
Q4 | $32K | Buy |
+900
| New | +$32K | 0.02% | 494 |
|