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

Moulton 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
2026 Q1	–	Sell	-39,788	Closed	-$1.58M	–	55
2025 Q4	$1.58M	Sell	39,788 -16,032	-29%	-$636K	1.5%	24
2025 Q3	$2.3M	Sell	55,820 -2,641	-5%	-$102K	1.67%	15
2025 Q2	$2.12M	Buy	58,461 +33,216	+132%	+$1.16M	1.6%	16
2025 Q1	$905K	Buy	+25,245	New	+$855K	0.69%	25

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

Moulton Wealth Management's FXI Position: Q1 2026 in Review

Moulton Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2026, closing a stake of 39,788 shares — an estimated $1.58M sold.

Moulton Wealth Management first reported a position in FXI in Q1 2025 and held it in 4 quarters. The position peaked at $2.3M in Q3 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Moulton Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Moulton Wealth Management sold 39,788 iShares China Large-Cap ETF shares in Q1 2026, an estimated $1.58M.
Moulton Wealth Management first reported a position in iShares China Large-Cap ETF in Q1 2025 and held it in 4 quarters.
Moulton Wealth Management's iShares China Large-Cap ETF position peaked at $2.3M in Q3 2025.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Moulton Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.