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Money Design’s iShares China Large-Cap ETF FXI Stock Holding History

Money Design’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
Q3 		– Sell
-199,786
Closed -$5.43M – 81
2023
Q2 		$5.43M Buy
199,786
+16,255
+9% +$456K 0.32% 63
2023
Q1 		$5.42M Sell
183,531
-333,877
-65% -$10M 0.32% 67
2022
Q4 		$14.6M Buy
517,408
+332,393
+180% +$8.59M 0.92% 40
2022
Q3 		$4.78M Sell
185,015
-124,802
-40% -$3.74M 0.34% 64
2022
Q2 		$10.5M Sell
309,817
-498,543
-62% -$15.6M 0.79% 41
2022
Q1 		$25.8M Buy
808,360
+322,103
+66% +$11.4M 1.75% 20
2021
Q4 		$18M Sell
486,257
-1,295,667
-73% -$50.8M 1.22% 30
2021
Q3 		$69.4M Buy
1,781,924
+711,013
+66% +$29.4M 5.73% 3
2021
Q2 		$49.6M Sell
1,070,911
-41,106
-4% -$1.9M 5.12% 5
2021
Q1 		$51.9M Buy
1,112,017
+81,641
+8% +$4.05M 6.05% 3
2020
Q4 		$47.7M Buy
1,030,376
+457,221
+80% +$20.9M 5.45% 4
2020
Q3 		$24.1M Buy
573,155
+91,600
+19% +$3.94M 2.89% 12
2020
Q2 		$19.1M Buy
+481,555
New +$18.8M 2.72% 14
2020
Q1 		– Sell
-16,418
Closed -$714K – 62
2019
Q4 		$714K Sell
16,418
-16,159
-50% -$674K 0.13% 44
2019
Q3 		$1.3M Buy
32,577
+28,673
+734% +$1.16M 0.27% 38
2019
Q2 		$167K Sell
3,904
-20,017
-84% -$855K 0.04% 46
2019
Q1 		$1.06M Buy
23,921
+16,468
+221% +$703K 0.28% 43
2018
Q4 		$291K Sell
7,453
-13,530
-64% -$547K 0.09% 36
2018
Q3 		$898K Buy
+20,983
New +$888K 0.29% 29
2017
Q4 		– Sell
-4,845
Closed -$213K – 31
2017
Q3 		$213K Buy
+4,845
New +$208K 0.18% 29

Other funds holding FXI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Money Design's FXI Position: Q3 2023 in Review

Money Design sold out of iShares China Large-Cap ETF (FXI) in Q3 2023, closing a stake of 199,786 shares — an estimated $5.43M sold.

Money Design first reported a position in FXI in Q3 2017 and held it in 20 quarters. The position peaked at $69.4M in Q3 2021. 252 funds tracked by Wall St. Rank hold FXI as of Q3 2023.

  • Money Design reported no remaining iShares China Large-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Money Design sold 199,786 iShares China Large-Cap ETF shares in Q3 2023, an estimated $5.43M.
  • Money Design first reported a position in iShares China Large-Cap ETF in Q3 2017 and held it in 20 quarters.
  • Money Design's iShares China Large-Cap ETF position peaked at $69.4M in Q3 2021.
  • 252 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2023.

Based on Money Design's 13F filing for Q3 2023, filed 30 Oct 2023.