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

Ironwood Financial’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	-75	Closed	-$3K	–	272
2021 Q3	$3K	Hold	75	–	–	﹤0.01%	468
2021 Q2	$3K	Hold	75	–	–	﹤0.01%	463
2021 Q1	$3K	Hold	75	–	–	﹤0.01%	449
2020 Q4	$3K	Hold	75	–	–	﹤0.01%	410
2020 Q3	$3K	Hold	75	–	–	﹤0.01%	362
2020 Q2	$3K	Sell	75 -105	-58%	-$4.09K	﹤0.01%	343
2020 Q1	$7K	Hold	180	–	–	﹤0.01%	240
2019 Q4	$8K	Hold	180	–	–	﹤0.01%	277
2019 Q3	$7K	Hold	180	–	–	﹤0.01%	293
2019 Q2	$8K	Hold	180	–	–	﹤0.01%	278
2019 Q1	$8K	Hold	180	–	–	﹤0.01%	273
2018 Q4	$7K	Hold	180	–	–	﹤0.01%	271
2018 Q3	$8K	Sell	180 -500	-74%	-$21.2K	﹤0.01%	268
2018 Q2	$29K	Buy	680 +105	+18%	+$4.91K	0.02%	126
2018 Q1	$27K	Buy	575 +500	+667%	+$24.6K	0.03%	111
2017 Q4	$3K	Hold	75	–	–	﹤0.01%	223
2017 Q3	$3K	Hold	75	–	–	﹤0.01%	233
2017 Q2	$3K	Hold	75	–	–	﹤0.01%	227
2017 Q1	$3K	Hold	75	–	–	﹤0.01%	226
2016 Q4	$3K	Hold	75	–	–	﹤0.01%	226
2016 Q3	$3K	Hold	75	–	–	﹤0.01%	230
2016 Q2	$3K	Hold	75	–	–	﹤0.01%	230
2016 Q1	$3K	Buy	+75	New	+$2.35K	﹤0.01%	231
2015 Q3	$3K	Sell	75 -366	-83%	-$14.2K	﹤0.01%	305
2015 Q2	$20K	Buy	441 +366	+488%	+$18.1K	0.01%	164
2015 Q1	$3K	Hold	75	–	–	﹤0.01%	273
2014 Q4	$3K	Buy	+75	New	+$2.96K	﹤0.01%	236

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

Ironwood Financial's FXI Position: Q4 2021 in Review

Ironwood Financial sold out of iShares China Large-Cap ETF (FXI) in Q4 2021, closing a stake of 75 shares — an estimated $3K sold.

Ironwood Financial first reported a position in FXI in Q4 2014 and held it in 27 quarters. The position peaked at $29K in Q2 2018. 274 funds tracked by Wall St. Rank hold FXI as of Q4 2021.

Ironwood Financial reported no remaining iShares China Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 75 iShares China Large-Cap ETF shares in Q4 2021, an estimated $3K.
Ironwood Financial first reported a position in iShares China Large-Cap ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's iShares China Large-Cap ETF position peaked at $29K in Q2 2018.
274 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.