Independent Financial Group’s Xtrackers Harvest CSI 300 China A-Shares ETF ASHR Stock Holding History

Independent Financial Group’s Portfolio ASHR Stock Details ASHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$482K	Sell	13,152 -577	-4%	-$20.3K	0.01%	1013
2026 Q1	$448K	Sell	13,729 -35	-0.3%	-$1.17K	0.01%	981
2025 Q4	$452K	Sell	13,764 -30,591	-69%	-$1M	0.01%	951
2025 Q3	$1.46M	Buy	44,355 +2,016	+5%	+$60.6K	0.04%	487
2025 Q2	$1.17M	Buy	42,339 +13,687	+48%	+$361K	0.03%	500
2025 Q1	$761K	Buy	28,652 +2,895	+11%	+$76.7K	0.03%	560
2024 Q4	$682K	Buy	+25,757	New	+$718K	0.02%	596

Other funds holding ASHR

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

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

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

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

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

Independent Financial Group's ASHR Position: Q2 2026 in Review

Independent Financial Group reduced its Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) stake by 4.2% in Q2 2026, selling an estimated $20.3K and leaving 13,152 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #1013.

Independent Financial Group first reported a position in ASHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q3 2025. 147 funds tracked by Wall St. Rank hold ASHR as of Q2 2026.

Independent Financial Group held 13,152 shares of Xtrackers Harvest CSI 300 China A-Shares ETF worth $482K as of Q2 2026.
Independent Financial Group sold 577 Xtrackers Harvest CSI 300 China A-Shares ETF shares in Q2 2026, an estimated $20.3K.
Xtrackers Harvest CSI 300 China A-Shares ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1013 holding.
Independent Financial Group first reported a position in Xtrackers Harvest CSI 300 China A-Shares ETF in Q4 2024 and has held it in 7 quarters since.
Independent Financial Group's Xtrackers Harvest CSI 300 China A-Shares ETF position peaked at $1.46M in Q3 2025.
147 funds tracked by Wall St. Rank held Xtrackers Harvest CSI 300 China A-Shares ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.