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

Kelly Financial Services’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
2024 Q3	–	Sell	-401	Closed	-$10.4K	–	321
2024 Q2	$10.4K	Hold	401	–	–	﹤0.01%	424
2024 Q1	$9.65K	Hold	401	–	–	﹤0.01%	435
2023 Q4	$9.63K	Hold	401	–	–	﹤0.01%	403
2023 Q3	$10.6K	Hold	401	–	–	﹤0.01%	363
2023 Q2	$10.9K	Hold	401	–	–	0.01%	354
2023 Q1	$11.8K	Hold	401	–	–	0.01%	335
2022 Q4	$11.3K	Hold	401	–	–	0.01%	321
2022 Q3	$10.4K	Hold	401	–	–	0.01%	322
2022 Q2	$13.6K	Hold	401	–	–	0.01%	290
2022 Q1	$12.8K	Hold	401	–	–	0.01%	311
2021 Q4	$14.7K	Hold	401	–	–	0.01%	300
2021 Q3	$15.6K	Sell	401 -18,171	-98%	-$751K	0.01%	282
2021 Q2	$401K	Buy	18,572 +18,171	+4,531%	+$839K	0.02%	208
2021 Q1	$18.7K	Hold	401	–	–	0.01%	228
2020 Q4	$18.6K	Hold	401	–	–	0.01%	204
2020 Q3	$16.8K	Hold	401	–	–	0.01%	191
2020 Q2	$15.9K	Hold	401	–	–	0.01%	190
2020 Q1	$15K	Hold	401	–	–	0.02%	173
2019 Q4	$17.5K	Hold	401	–	–	0.01%	177
2019 Q3	$16K	Hold	401	–	–	0.01%	174
2019 Q2	$17.1K	Hold	401	–	–	0.02%	163
2019 Q1	$17.7K	Buy	+401	New	+$17.1K	0.02%	158

Other funds holding FXI

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Kelly Financial Services's FXI Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares China Large-Cap ETF (FXI) in Q3 2024, closing a stake of 401 shares — an estimated $10.4K sold.

Kelly Financial Services first reported a position in FXI in Q1 2019 and held it in 22 quarters. The position peaked at $401K in Q2 2021. 301 funds tracked by Wall St. Rank hold FXI as of Q3 2024.

Kelly Financial Services reported no remaining iShares China Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 401 iShares China Large-Cap ETF shares in Q3 2024, an estimated $10.4K.
Kelly Financial Services first reported a position in iShares China Large-Cap ETF in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's iShares China Large-Cap ETF position peaked at $401K in Q2 2021.
301 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.