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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Buy
36,760
+559
+2% +$19.9K 0.01% 1262
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

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

Integrated Wealth Concepts increased its iShares China Large-Cap ETF (FXI) stake by 1.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 36,760 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1262.

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. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

  • Integrated Wealth Concepts held 36,760 shares of iShares China Large-Cap ETF worth $1.16M as of Q2 2026.
  • Integrated Wealth Concepts bought 559 iShares China Large-Cap ETF shares in Q2 2026, an estimated $19.9K.
  • iShares China Large-Cap ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1262 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.
  • 323 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.