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MassMutual Private Wealth & Trust’s iShares China Large-Cap ETF FXI Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-281
Closed -$7.3K – 2185
2024
Q2 		$7.3K Buy
+281
New +$7.38K ﹤0.01% 1187
2023
Q2 		– Sell
-758
Closed -$22.4K – 1953
2023
Q1 		$22.4K Buy
758
+538
+245% +$16.2K ﹤0.01% 704
2022
Q4 		$6K Buy
+220
New +$5.69K ﹤0.01% 934
2022
Q3 		– Sell
-600
Closed -$20K – 1684
2022
Q2 		$20K Buy
+600
New +$18.8K ﹤0.01% 571
2021
Q4 		– Sell
-168
Closed -$7K – 1420
2021
Q3 		$7K Buy
+168
New +$6.94K ﹤0.01% 785
2020
Q1 		– Sell
-108
Closed -$5K – 713
2019
Q4 		$5K Hold
108
– – ﹤0.01% 699
2019
Q3 		$4K Hold
108
– – ﹤0.01% 708
2019
Q2 		$5K Hold
108
– – ﹤0.01% 649
2019
Q1 		$4.78K Hold
108
– – ﹤0.01% 690
2018
Q4 		$4.22K Sell
108
-108
-50% -$4.36K ﹤0.01% 693
2018
Q3 		$9.25K Hold
216
– – ﹤0.01% 618
2018
Q2 		$9.28K Hold
216
– – ﹤0.01% 623
2018
Q1 		$10.2K Hold
216
– – ﹤0.01% 595
2017
Q4 		$9.97K Hold
216
– – ﹤0.01% 611
2017
Q3 		$9.51K Buy
216
+95
+79% +$4.07K ﹤0.01% 779
2017
Q2 		$4.8K Hold
121
– – ﹤0.01% 831
2017
Q1 		$4.66K Hold
121
– – ﹤0.01% 815
2016
Q4 		$4.2K Buy
+121
New +$4.46K ﹤0.01% 553
2016
Q2 		$4.14K Hold
121
– – ﹤0.01% 585
2016
Q1 		$4.09K Hold
121
– – ﹤0.01% 653
2015
Q4 		$4.27K Buy
+121
New +$4.55K ﹤0.01% 585

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's FXI Position: Q3 2024 in Review

MassMutual Private Wealth & Trust sold out of iShares China Large-Cap ETF (FXI) in Q3 2024, closing a stake of 281 shares — an estimated $7.3K sold.

MassMutual Private Wealth & Trust first reported a position in FXI in Q4 2015 and held it in 21 quarters. The position peaked at $22.4K in Q1 2023. 301 funds tracked by Wall St. Rank hold FXI as of Q3 2024.

  • MassMutual Private Wealth & Trust reported no remaining iShares China Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 281 iShares China Large-Cap ETF shares in Q3 2024, an estimated $7.3K.
  • MassMutual Private Wealth & Trust first reported a position in iShares China Large-Cap ETF in Q4 2015 and held it in 21 quarters.
  • MassMutual Private Wealth & Trust's iShares China Large-Cap ETF position peaked at $22.4K in Q1 2023.
  • 301 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2024, filed 2 Oct 2024.