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
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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return

Institute for Wealth Management's FXI Position: Q4 2021 in Review

Institute for Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q4 2021, closing a stake of 5,446 shares — an estimated $212K sold.

Institute for Wealth Management first reported a position in FXI in Q2 2017 and held it in 12 quarters. The position peaked at $254K in Q1 2021. 274 funds tracked by Wall St. Rank hold FXI as of Q4 2021.

Institute for Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
Institute for Wealth Management sold 5,446 iShares China Large-Cap ETF shares in Q4 2021, an estimated $212K.
Institute for Wealth Management first reported a position in iShares China Large-Cap ETF in Q2 2017 and held it in 12 quarters.
Institute for Wealth Management's iShares China Large-Cap ETF position peaked at $254K in Q1 2021.
274 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2021.

Based on Institute for Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.