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Lake Street Advisors Group’s iShares China Large-Cap ETF FXI Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$1.35M Buy
44,392
+3
+0% +$95 0.06% 190
2024
Q3 		$1.41M Hold
44,389
– – 0.07% 166
2024
Q2 		$1.15M Hold
44,389
– – 0.06% 194
2024
Q1 		$1.07M Buy
+44,389
New +$1.02M 0.05% 220
2018
Q1 		– Sell
-34,868
Closed -$1.61M – 335
2017
Q4 		$1.61M Buy
+34,868
New +$1.61M 0.18% 38

Other funds holding FXI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Lake Street Advisors Group's FXI Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares China Large-Cap ETF (FXI) stake by 0.01% in Q4 2024, buying an estimated $95 and bringing the position to 44,392 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #190.

Lake Street Advisors Group first reported a position in FXI in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.61M in Q4 2017. 315 funds tracked by Wall St. Rank hold FXI as of Q4 2024.

  • Lake Street Advisors Group held 44,392 shares of iShares China Large-Cap ETF worth $1.35M as of Q4 2024.
  • Lake Street Advisors Group bought 3 iShares China Large-Cap ETF shares in Q4 2024, an estimated $95.
  • iShares China Large-Cap ETF made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #190 holding.
  • Lake Street Advisors Group first reported a position in iShares China Large-Cap ETF in Q4 2017 and has held it in 5 quarters since.
  • Lake Street Advisors Group's iShares China Large-Cap ETF position peaked at $1.61M in Q4 2017.
  • 315 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.