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

Liberty 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
2021 Q4	–	Sell	-155	Closed	-$6K	–	513
2021 Q3	$6K	Hold	155	–	–	﹤0.01%	913
2021 Q2	$7K	Hold	155	–	–	﹤0.01%	723
2021 Q1	$7K	Hold	155	–	–	﹤0.01%	654
2020 Q4	$7K	Hold	155	–	–	﹤0.01%	647
2020 Q3	$7K	Hold	155	–	–	﹤0.01%	571
2020 Q2	$6K	Hold	155	–	–	﹤0.01%	574
2020 Q1	$6K	Hold	155	–	–	0.01%	538
2019 Q4	$7K	Hold	155	–	–	0.01%	613
2019 Q3	$6K	Hold	155	–	–	0.01%	606
2019 Q2	$7K	Hold	155	–	–	0.01%	592
2019 Q1	$6K	Hold	155	–	–	﹤0.01%	508
2018 Q4	$6K	Buy	+155	New	+$6.26K	﹤0.01%	511

Other funds holding FXI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return

Liberty Wealth Management's FXI Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q4 2021, closing a stake of 155 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in FXI in Q4 2018 and held it in 12 quarters. The position peaked at $7K in Q2 2021. 274 funds tracked by Wall St. Rank hold FXI as of Q4 2021.

Liberty Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 155 iShares China Large-Cap ETF shares in Q4 2021, an estimated $6K.
Liberty Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares China Large-Cap ETF position peaked at $7K in Q2 2021.
274 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.