Institute for Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Institute for Wealth Management’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 Q2	$41.3K	Buy	+1,306	New	+$46.6K	﹤0.01%	922
2021 Q4	–	Sell	-5,446	Closed	-$212K	–	496
2021 Q3	$212K	Hold	5,446	–	–	0.04%	455
2021 Q2	$252K	Hold	5,446	–	–	0.04%	415
2021 Q1	$254K	Hold	5,446	–	–	0.05%	395
2020 Q4	$253K	Hold	5,446	–	–	0.05%	382
2020 Q3	$229K	Hold	5,446	–	–	0.05%	378
2020 Q2	$216K	Hold	5,446	–	–	0.05%	386
2020 Q1	$204K	Sell	5,446 -24	-0.4%	-$977	0.06%	366
2019 Q4	$239K	Hold	5,470	–	–	0.05%	393
2019 Q3	$218K	Hold	5,470	–	–	0.06%	382
2019 Q2	$234K	Hold	5,470	–	–	0.05%	403
2019 Q1	$242K	Buy	+5,470	New	+$233K	0.05%	377
2017 Q3	–	Sell	-5,957	Closed	-$236K	–	295
2017 Q2	$236K	Buy	+5,957	New	+$234K	0.06%	343

Other funds holding FXI

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Institute for Wealth Management's FXI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares China Large-Cap ETF (FXI) in Q2 2026: 1,306 shares worth $41.3K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FXI as recently as Q3 2021.

Institute for Wealth Management first reported a position in FXI in Q2 2017 and has held it in 13 quarters since. The position peaked at $254K in Q1 2021. 326 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Institute for Wealth Management held 1,306 shares of iShares China Large-Cap ETF worth $41.3K as of Q2 2026.
iShares China Large-Cap ETF was a new Institute for Wealth Management position in Q2 2026.
iShares China Large-Cap ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #922 holding.
Institute for Wealth Management first reported a position in iShares China Large-Cap ETF in Q2 2017 and has held it in 13 quarters since.
Institute for Wealth Management's iShares China Large-Cap ETF position peaked at $254K in Q1 2021.
326 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.