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

Merriman 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 Q3	–	Sell	-45,000	Closed	-$2.08M	–	208
2021 Q2	$2.08M	Buy	+45,000	New	+$2.08M	0.18%	78
2019 Q2	–	Sell	-36,700	Closed	-$1.63M	–	207
2019 Q1	$1.63M	Buy	+36,700	New	+$1.57M	0.31%	64
2018 Q2	–	Sell	-27,325	Closed	-$1.29M	–	182
2018 Q1	$1.29M	Buy	+27,325	New	+$1.34M	0.34%	64
2016 Q4	–	Sell	-5,521	Closed	-$210K	–	146
2016 Q3	$210K	Buy	+5,521	New	+$202K	0.04%	125
2014 Q1	–	Sell	-10,650	Closed	-$409K	–	58
2013 Q4	$409K	Buy	+10,650	New	+$407K	0.17%	58

Other funds holding FXI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

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

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

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

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Merriman Wealth Management's FXI Position: Q3 2021 in Review

Merriman Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q3 2021, closing a stake of 45,000 shares — an estimated $2.08M sold.

Merriman Wealth Management first reported a position in FXI in Q4 2013 and held it in 5 quarters. The position peaked at $2.08M in Q2 2021. 242 funds tracked by Wall St. Rank hold FXI as of Q3 2021.

Merriman Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q3 2021 after selling out during the quarter.
Merriman Wealth Management sold 45,000 iShares China Large-Cap ETF shares in Q3 2021, an estimated $2.08M.
Merriman Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2013 and held it in 5 quarters.
Merriman Wealth Management's iShares China Large-Cap ETF position peaked at $2.08M in Q2 2021.
242 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2021.

Based on Merriman Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.