Loring Wolcott & Coolidge Fiduciary Advisors’s Xtrackers Harvest CSI 300 China A-Shares ETF ASHR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ASHR Stock Details ASHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,527	Closed	-$50K	–	535
2025 Q3	$50K	Hold	1,527	–	–	﹤0.01%	427
2025 Q2	$42.1K	Hold	1,527	–	–	﹤0.01%	399
2025 Q1	$39.6K	Hold	1,527	–	–	﹤0.01%	398
2024 Q4	$40.1K	Hold	1,527	–	–	﹤0.01%	415
2024 Q3	$42.1K	Hold	1,527	–	–	﹤0.01%	402
2024 Q2	$36.8K	Hold	1,527	–	–	﹤0.01%	419
2024 Q1	$36.9K	Hold	1,527	–	–	﹤0.01%	417
2023 Q4	$33.8K	Hold	1,527	–	–	﹤0.01%	427
2023 Q3	$37.9K	Hold	1,527	–	–	﹤0.01%	439
2023 Q2	$40.9K	Hold	1,527	–	–	﹤0.01%	447
2023 Q1	$45K	Hold	1,527	–	–	﹤0.01%	420
2022 Q4	$42.8K	Hold	1,527	–	–	﹤0.01%	420
2022 Q3	$41K	Buy	+1,527	New	+$46.8K	﹤0.01%	436
2022 Q2	–	Sell	-1,400	Closed	-$46K	–	629
2022 Q1	$46K	Hold	1,400	–	–	﹤0.01%	450
2021 Q4	$55K	Buy	+1,400	New	+$54.3K	﹤0.01%	451

Other funds holding ASHR

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

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

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

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

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

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

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

OMC

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

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's ASHR Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) in Q4 2025, closing a stake of 1,527 shares — an estimated $50K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ASHR in Q4 2021 and held it in 15 quarters. The position peaked at $55K in Q4 2021. 138 funds tracked by Wall St. Rank hold ASHR as of Q4 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Xtrackers Harvest CSI 300 China A-Shares ETF position as of Q4 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,527 Xtrackers Harvest CSI 300 China A-Shares ETF shares in Q4 2025, an estimated $50K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Xtrackers Harvest CSI 300 China A-Shares ETF in Q4 2021 and held it in 15 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Xtrackers Harvest CSI 300 China A-Shares ETF position peaked at $55K in Q4 2021.
138 funds tracked by Wall St. Rank held Xtrackers Harvest CSI 300 China A-Shares ETF as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.