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Integrated Wealth Concepts’s iShares China Large-Cap ETF FXI Stock Holding History

Integrated Wealth Concepts’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 		$1.14M Sell
35,969
-232
-0.6% -$8.27K 0.01% 1143
2026
Q1 		$1.3M Buy
36,201
+24,918
+221% +$948K 0.01% 970
2025
Q4 		$432K Sell
11,283
-45,731
-80% -$1.81M 0.01% 1162
2025
Q3 		$2.35M Sell
57,014
-17,051
-23% -$659K 0.02% 610
2025
Q2 		$2.72M Sell
74,065
-6,727
-8% -$236K 0.03% 526
2025
Q1 		$2.9M Buy
80,792
+6,994
+9% +$237K 0.03% 480
2024
Q4 		$2.25M Sell
73,798
-27,899
-27% -$880K 0.03% 522
2024
Q3 		$3.23M Buy
101,697
+42,791
+73% +$1.13M 0.04% 403
2024
Q2 		$1.53M Buy
58,906
+2,995
+5% +$78.7K 0.02% 598
2024
Q1 		$1.35M Buy
55,911
+5,684
+11% +$131K 0.02% 648
2023
Q4 		$1.21M Buy
50,227
+15,037
+43% +$381K 0.02% 650
2023
Q3 		$934K Sell
35,190
-27,147
-44% -$749K 0.02% 716
2023
Q2 		$1.69M Sell
62,337
-4,063
-6% -$114K 0.03% 523
2023
Q1 		$1.96M Sell
66,400
-1,987
-3% -$59.7K 0.04% 417
2022
Q4 		$1.94M Sell
68,387
-23,319
-25% -$603K 0.05% 325
2022
Q3 		$2.37M Buy
91,706
+19,356
+27% +$580K 0.08% 245
2022
Q2 		$2.45M Buy
72,350
+51,125
+241% +$1.6M 0.08% 240
2022
Q1 		$679K Buy
21,225
+161
+0.8% +$5.68K 0.02% 497
2021
Q4 		$771K Buy
+21,064
New +$826K 0.02% 498
2021
Q1 		– Sell
-4,842
Closed -$225K – 746
2020
Q4 		$225K Buy
+4,842
New +$221K 0.01% 576
2020
Q3 		– Sell
-16,741
Closed -$665K – 572
2020
Q2 		$665K Buy
+16,741
New +$653K 0.05% 235
2019
Q2 		– Sell
-163,618
Closed -$7.24M – 396
2019
Q1 		$7.24M Buy
+163,618
New +$6.98M 1.23% 28
2018
Q2 		– Sell
-35,061
Closed -$1.62M – 234
2018
Q1 		$1.62M Buy
+35,061
New +$1.72M 0.65% 36

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Wealth Concepts's FXI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares China Large-Cap ETF (FXI) stake by 0.64% in Q2 2026, selling an estimated $8.27K and leaving 35,969 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1143.

Integrated Wealth Concepts first reported a position in FXI in Q1 2018 and has held it in 23 quarters since. The position peaked at $7.24M in Q1 2019. 326 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

  • Integrated Wealth Concepts held 35,969 shares of iShares China Large-Cap ETF worth $1.14M as of Q2 2026.
  • Integrated Wealth Concepts sold 232 iShares China Large-Cap ETF shares in Q2 2026, an estimated $8.27K.
  • iShares China Large-Cap ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1143 holding.
  • Integrated Wealth Concepts first reported a position in iShares China Large-Cap ETF in Q1 2018 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's iShares China Large-Cap ETF position peaked at $7.24M in Q1 2019.
  • 326 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.