Lake Hills Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Lake Hills 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
2025 Q1	–	Sell	-239,355	Closed	-$7.29M	–	52
2024 Q4	$7.29M	Sell	239,355 -22,073	-8%	-$696K	4.98%	3
2024 Q3	$8.31M	Sell	261,428 -11,022	-4%	-$291K	5.56%	3
2024 Q2	$7.08M	Sell	272,450 -921	-0.3%	-$24.2K	5.08%	5
2024 Q1	$6.58M	Buy	273,371 +79,442	+41%	+$1.83M	5.92%	5
2023 Q4	$4.66M	Buy	+193,929	New	+$4.91M	4.66%	7

Other funds holding FXI

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

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

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

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

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

CLGM

Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lake Hills Wealth Management's FXI Position: Q1 2025 in Review

Lake Hills Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2025, closing a stake of 239,355 shares — an estimated $7.29M sold.

Lake Hills Wealth Management first reported a position in FXI in Q4 2023 and held it in 5 quarters. The position peaked at $8.31M in Q3 2024. 369 funds tracked by Wall St. Rank hold FXI as of Q1 2025.

Lake Hills Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Lake Hills Wealth Management sold 239,355 iShares China Large-Cap ETF shares in Q1 2025, an estimated $7.29M.
Lake Hills Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2023 and held it in 5 quarters.
Lake Hills Wealth Management's iShares China Large-Cap ETF position peaked at $8.31M in Q3 2024.
369 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2025.

Based on Lake Hills Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.