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Kiley Juergens Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q3 		– Sell
-942
Closed -$40K – 687
2018
Q2 		$40K Buy
+942
New +$44K 0.04% 230
2018
Q1 		– Sell
-929
Closed -$42K – 276
2017
Q4 		$42K Buy
+929
New +$42.9K 0.04% 219

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
GPC
Glen Point Capital London, United Kingdom $4.04M AUM 20.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kiley Juergens Wealth Management's FXI Position: Q3 2018 in Review

Kiley Juergens Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q3 2018, closing a stake of 942 shares — an estimated $40K sold.

Kiley Juergens Wealth Management first reported a position in FXI in Q4 2017 and held it in 2 quarters. The position peaked at $42K in Q4 2017. 276 funds tracked by Wall St. Rank hold FXI as of Q3 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 942 iShares China Large-Cap ETF shares in Q3 2018, an estimated $40K.
  • Kiley Juergens Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2017 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's iShares China Large-Cap ETF position peaked at $42K in Q4 2017.
  • 276 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.