IFG
FXI icon

Independent Financial Group’s iShares China Large-Cap ETF FXI Stock Holding History

Independent Financial Group’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 		– Sell
-5,862
Closed -$224K – 1478
2025
Q4 		$224K Hold
5,862
– – 0.01% 1288
2025
Q3 		$241K Buy
+5,862
New +$227K 0.01% 1193

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's FXI Position: Q1 2026 in Review

Independent Financial Group sold out of iShares China Large-Cap ETF (FXI) in Q1 2026, closing a stake of 5,862 shares — an estimated $224K sold.

Independent Financial Group first reported a position in FXI in Q3 2025 and held it in 2 quarters. The position peaked at $241K in Q3 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • Independent Financial Group reported no remaining iShares China Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 5,862 iShares China Large-Cap ETF shares in Q1 2026, an estimated $224K.
  • Independent Financial Group first reported a position in iShares China Large-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Independent Financial Group's iShares China Large-Cap ETF position peaked at $241K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.