Morling Financial Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Morling Financial Advisors’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
2026 Q1	$2.15K	Hold	60	–	–	﹤0.01%	102
2025 Q4	$2.3K	Hold	60	–	–	﹤0.01%	97
2025 Q3	$2.47K	Hold	60	–	–	﹤0.01%	98
2025 Q2	$2.21K	Hold	60	–	–	﹤0.01%	98
2025 Q1	$2.15K	Sell	60 -110	-65%	-$3.72K	﹤0.01%	119
2024 Q4	$5.19K	Buy	170 +61	+56%	+$1.92K	﹤0.01%	115
2024 Q3	$3.46K	Sell	109 -259	-70%	-$6.85K	﹤0.01%	95
2024 Q2	$9.56K	Buy	368 +259	+238%	+$6.8K	﹤0.01%	81
2024 Q1	$2.61K	Hold	109	–	–	﹤0.01%	99
2023 Q4	$2.61K	Buy	109 +3	+3%	+$76	﹤0.01%	79
2023 Q3	$2.81K	Hold	106	–	–	﹤0.01%	72
2023 Q2	$2.88K	Hold	106	–	–	﹤0.01%	74
2023 Q1	$3.13K	Hold	106	–	–	﹤0.01%	84
2022 Q4	$3K	Buy	106 +2	+2%	+$52	﹤0.01%	73
2022 Q3	$3K	Hold	104	–	–	﹤0.01%	67
2022 Q2	$4K	Buy	104 +1	+1%	+$31	0.01%	72
2022 Q1	$3K	Hold	103	–	–	﹤0.01%	81
2021 Q4	$4K	Buy	+103	New	+$4.04K	﹤0.01%	79

Other funds holding FXI

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

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

OMC

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

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

Morling Financial Advisors's FXI Position: Q1 2026 in Review

Morling Financial Advisors held its iShares China Large-Cap ETF (FXI) position steady in Q1 2026 at 60 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #102.

Morling Financial Advisors first reported a position in FXI in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.56K in Q2 2024. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Morling Financial Advisors held 60 shares of iShares China Large-Cap ETF worth $2.15K as of Q1 2026.
Morling Financial Advisors left its iShares China Large-Cap ETF share count unchanged in Q1 2026.
iShares China Large-Cap ETF made up ﹤0.01% of Morling Financial Advisors's portfolio in Q1 2026, its #102 holding.
Morling Financial Advisors first reported a position in iShares China Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Morling Financial Advisors's iShares China Large-Cap ETF position peaked at $9.56K in Q2 2024.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.