Lido Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Lido Advisors’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
2023 Q1	–	Sell	-174,000	Closed	-$4.92M	–	1189
2022 Q4	$4.92M	Hold	174,000	–	–	0.06%	168
2022 Q3	$4.5M	Sell	174,000 -20,000	-10%	-$599K	0.06%	154
2022 Q2	$6.58M	Sell	194,000 -2,000	-1%	-$62.7K	0.09%	111
2022 Q1	$6.27M	Sell	196,000 -5,000	-2%	-$176K	0.07%	130
2021 Q4	$7.35M	Sell	201,000 -43,200	-18%	-$1.69M	0.08%	128
2021 Q3	$9.51M	Hold	244,200	–	–	0.13%	86
2021 Q2	$11.3M	Buy	244,200 +62,500	+34%	+$2.89M	0.16%	78
2021 Q1	$8.48M	Buy	181,700 +58,200	+47%	+$2.89M	0.15%	98
2020 Q4	$5.73M	Buy	123,500 +44,000	+55%	+$2.01M	0.12%	111
2020 Q3	$3.34M	Buy	79,500 +7,200	+10%	+$310K	0.09%	127
2020 Q2	$2.87M	Hold	72,300	–	–	0.09%	129
2020 Q1	$2.7M	Hold	72,300	–	–	0.12%	112
2019 Q4	$3.15M	Hold	72,300	–	–	0.13%	109
2019 Q3	$2.85M	Buy	72,300 +47,300	+189%	+$1.92M	0.14%	97
2019 Q2	$1.07M	Hold	25,000	–	–	0.06%	175
2019 Q1	$1.11M	Buy	25,000 +10,200	+69%	+$435K	0.07%	164
2018 Q4	$578K	Hold	14,800	–	–	0.06%	199
2018 Q3	$633K	Hold	14,800	–	–	0.06%	192
2018 Q2	$635K	Hold	14,800	–	–	0.07%	164
2018 Q1	$699K	Hold	14,800	–	–	0.1%	140
2017 Q4	$683K	Buy	+14,800	New	+$683K	0.1%	115

Other funds holding FXI

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

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

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

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

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

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

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's FXI Position: Q1 2026 in Review

Lido Advisors reduced its iShares China Large-Cap ETF (FXI) stake by 59% in Q1 2026, selling an estimated $557K and leaving 10,136 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Lido Advisors first reported a position in FXI in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.13M in Q1 2021. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Lido Advisors held 10,136 shares of iShares China Large-Cap ETF worth $364K as of Q1 2026.
Lido Advisors sold 14,640 iShares China Large-Cap ETF shares in Q1 2026, an estimated $557K.
iShares China Large-Cap ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1468 holding.
Lido Advisors first reported a position in iShares China Large-Cap ETF in Q1 2021 and has held it in 14 quarters since.
Lido Advisors's iShares China Large-Cap ETF position peaked at $1.13M in Q1 2021.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.