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

Litman Gregory 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
2018
Q2 		– Sell
-412
Closed -$19K – 126
2018
Q1 		$19K Buy
+412
New +$20.2K 0.01% 127

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Litman Gregory Wealth Management's FXI Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q2 2018, closing a stake of 412 shares — an estimated $19K sold.

Litman Gregory Wealth Management first reported a position in FXI in Q1 2018 and held it in 1 quarter. The position peaked at $19K in Q1 2018. 257 funds tracked by Wall St. Rank hold FXI as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 412 iShares China Large-Cap ETF shares in Q2 2018, an estimated $19K.
  • Litman Gregory Wealth Management first reported a position in iShares China Large-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's iShares China Large-Cap ETF position peaked at $19K in Q1 2018.
  • 257 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.