Kestra Advisory Services’s iShares China Large-Cap ETF FXI Stock Holding History

Kestra Advisory 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
2026 Q2	$233K	Sell	7,379 -1,421	-16%	-$50.7K	﹤0.01%	2991
2026 Q1	$316K	Sell	8,800 -2,002	-19%	-$76.2K	﹤0.01%	2578
2025 Q4	$414K	Buy	10,802 +2,115	+24%	+$83.9K	﹤0.01%	2288
2025 Q3	$357K	Sell	8,687 -1,482	-15%	-$57.3K	﹤0.01%	2302
2025 Q2	$374K	Sell	10,169 -7,969	-44%	-$279K	﹤0.01%	2185
2025 Q1	$650K	Sell	18,138 -6,023	-25%	-$204K	﹤0.01%	1651
2024 Q4	$735K	Buy	24,161 +5,743	+31%	+$181K	﹤0.01%	1604
2024 Q3	$585K	Buy	18,418 +425	+2%	+$11.2K	﹤0.01%	1670
2024 Q2	$468K	Sell	17,993 -640	-3%	-$16.8K	﹤0.01%	1823
2024 Q1	$449K	Buy	+18,633	New	+$430K	﹤0.01%	1735
2023 Q1	–	Sell	-7,450	Closed	-$211K	–	2161
2022 Q4	$211K	Buy	+7,450	New	+$193K	﹤0.01%	1990
2022 Q3	–	Sell	-7,571	Closed	-$257K	–	2154
2022 Q2	$257K	Sell	7,571 -35,045	-82%	-$1.1M	﹤0.01%	1730
2022 Q1	$1.36M	Sell	42,616 -10,365	-20%	-$366K	0.01%	821
2021 Q4	$1.94M	Sell	52,981 -9,594	-15%	-$376K	0.02%	691
2021 Q3	$2.44M	Sell	62,575 -2,332	-4%	-$96.3K	0.02%	632
2021 Q2	$3.01M	Buy	64,907 +4,207	+7%	+$194K	0.03%	515
2021 Q1	$2.83M	Sell	60,700 -2,014	-3%	-$100K	0.04%	490
2020 Q4	$2.9M	Buy	62,714 +10,742	+21%	+$490K	0.03%	475
2020 Q3	$2.18M	Buy	+51,972	New	+$2.23M	0.04%	411

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Advisory Services's FXI Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares China Large-Cap ETF (FXI) stake by 16% in Q2 2026, selling an estimated $50.7K and leaving 7,379 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Kestra Advisory Services first reported a position in FXI in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.01M in Q2 2021. 326 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Kestra Advisory Services held 7,379 shares of iShares China Large-Cap ETF worth $233K as of Q2 2026.
Kestra Advisory Services sold 1,421 iShares China Large-Cap ETF shares in Q2 2026, an estimated $50.7K.
iShares China Large-Cap ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2991 holding.
Kestra Advisory Services first reported a position in iShares China Large-Cap ETF in Q3 2020 and has held it in 19 quarters since.
Kestra Advisory Services's iShares China Large-Cap ETF position peaked at $3.01M in Q2 2021.
326 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.