King Wealth Management Group’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,662
| Closed | -$453K | – | 147 |
|
|
2023
Q2 | $453K | Sell |
16,662
-1,056
| -6% | -$29.6K | 0.09% | 89 |
|
|
2023
Q1 | $523K | Sell |
17,718
-723
| -4% | -$21.7K | 0.12% | 77 |
|
|
2022
Q4 | $522K | Sell |
18,441
-3,225
| -15% | -$83.4K | 0.12% | 78 |
|
|
2022
Q3 | $560K | Sell |
21,666
-1,720
| -7% | -$51.5K | 0.14% | 72 |
|
|
2022
Q2 | $793K | Sell |
23,386
-5,685
| -20% | -$178K | 0.19% | 65 |
|
|
2022
Q1 | $929K | Sell |
29,071
-1,526
| -5% | -$53.8K | 0.18% | 64 |
|
|
2021
Q4 | $1.12M | Sell |
30,597
-1,392
| -4% | -$54.6K | 0.21% | 59 |
|
|
2021
Q3 | $1.25M | Sell |
31,989
-4,254
| -12% | -$176K | 0.26% | 54 |
|
|
2021
Q2 | $1.68M | Sell |
36,243
-415
| -1% | -$19.2K | 0.34% | 42 |
|
|
2021
Q1 | $1.71M | Sell |
36,658
-487
| -1% | -$24.2K | 0.38% | 45 |
|
|
2020
Q4 | $1.73M | Buy |
37,145
+640
| +2% | +$29.2K | 0.4% | 44 |
|
|
2020
Q3 | $1.53M | Sell |
36,505
-1,561
| -4% | -$67.1K | 0.4% | 37 |
|
|
2020
Q2 | $1.51M | Buy |
38,066
+31,721
| +500% | +$1.24M | 0.44% | 36 |
|
|
2020
Q1 | $238K | Hold |
6,345
| – | – | 0.1% | 111 |
|
|
2019
Q4 | $277K | Hold |
6,345
| – | – | 0.07% | 113 |
|
|
2019
Q3 | $253K | Hold |
6,345
| – | – | 0.07% | 119 |
|
|
2019
Q2 | $271K | Sell |
6,345
-300
| -5% | -$12.8K | 0.08% | 111 |
|
|
2019
Q1 | $294K | Buy |
6,645
+225
| +4% | +$9.6K | 0.09% | 99 |
|
|
2018
Q4 | $251K | Sell |
6,420
-2,100
| -25% | -$84.8K | 0.09% | 105 |
|
|
2018
Q3 | $365K | Sell |
8,520
-180
| -2% | -$7.62K | 0.11% | 85 |
|
|
2018
Q2 | $374K | Buy |
8,700
+850
| +11% | +$39.7K | 0.13% | 81 |
|
|
2018
Q1 | $371K | Hold |
7,850
| – | – | 0.13% | 83 |
|
|
2017
Q4 | $362K | Hold |
7,850
| – | – | 0.13% | 88 |
|
|
2017
Q3 | $346K | Buy |
7,850
+2,000
| +34% | +$85.7K | 0.13% | 88 |
|
|
2017
Q2 | $232K | Hold |
5,850
| – | – | 0.09% | 109 |
|
|
2017
Q1 | $225K | Hold |
5,850
| – | – | 0.09% | 111 |
|
|
2016
Q4 | $203K | Buy |
+5,850
| New | +$215K | 0.09% | 114 |
|
|
2015
Q3 | – | Sell |
-5,085
| Closed | -$234K | – | 114 |
|
|
2015
Q2 | $234K | Buy |
5,085
+405
| +9% | +$20.1K | 0.13% | 98 |
|
|
2015
Q1 | $208K | Sell |
4,680
-595
| -11% | -$25.3K | 0.12% | 103 |
|
|
2014
Q4 | $220K | Buy |
+5,275
| New | +$208K | 0.12% | 107 |
|
Other funds holding FXI
King Wealth Management Group's FXI Position: Q3 2023 in Review
King Wealth Management Group sold out of iShares China Large-Cap ETF (FXI) in Q3 2023, closing a stake of 16,662 shares — an estimated $453K sold.
King Wealth Management Group first reported a position in FXI in Q4 2014 and held it in 30 quarters. The position peaked at $1.73M in Q4 2020. 252 funds tracked by Wall St. Rank hold FXI as of Q3 2023.
- King Wealth Management Group reported no remaining iShares China Large-Cap ETF position as of Q3 2023 after selling out during the quarter.
- King Wealth Management Group sold 16,662 iShares China Large-Cap ETF shares in Q3 2023, an estimated $453K.
- King Wealth Management Group first reported a position in iShares China Large-Cap ETF in Q4 2014 and held it in 30 quarters.
- King Wealth Management Group's iShares China Large-Cap ETF position peaked at $1.73M in Q4 2020.
- 252 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2023.
Based on King Wealth Management Group's 13F filing for Q3 2023, filed 9 Nov 2023.