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 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 $1.66T 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

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

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Advisory Services's FXI Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares China Large-Cap ETF (FXI) stake by 19% in Q1 2026, selling an estimated $76.2K and leaving 8,800 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Kestra Advisory Services first reported a position in FXI in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.01M in Q2 2021. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Kestra Advisory Services held 8,800 shares of iShares China Large-Cap ETF worth $316K as of Q1 2026.
Kestra Advisory Services sold 2,002 iShares China Large-Cap ETF shares in Q1 2026, an estimated $76.2K.
iShares China Large-Cap ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2578 holding.
Kestra Advisory Services first reported a position in iShares China Large-Cap ETF in Q3 2020 and has held it in 18 quarters since.
Kestra Advisory Services's iShares China Large-Cap ETF position peaked at $3.01M in Q2 2021.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.