Mount Lucas Management’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-24,413
| Closed | -$935K | – | 181 |
|
|
2025
Q4 | $935K | Buy |
24,413
+775
| +3% | +$30.8K | 0.37% | 85 |
|
|
2025
Q3 | $972K | Sell |
23,638
-1,446
| -6% | -$55.9K | 0.4% | 76 |
|
|
2025
Q2 | $922K | Buy |
25,084
+98
| +0.4% | +$3.43K | 0.39% | 68 |
|
|
2025
Q1 | $895K | Sell |
24,986
-4,760
| -16% | -$161K | 0.29% | 82 |
|
|
2024
Q4 | $905K | Sell |
29,746
-2,540
| -8% | -$80.1K | 0.32% | 70 |
|
|
2024
Q3 | $1.03M | Buy |
32,286
+2,258
| +8% | +$59.7K | 0.35% | 71 |
|
|
2024
Q2 | $780K | Buy |
+30,028
| New | +$789K | 0.22% | 90 |
|
|
2021
Q3 | – | Sell |
-15,451
| Closed | -$716K | – | 114 |
|
|
2021
Q2 | $716K | Sell |
15,451
-1,526
| -9% | -$70.5K | 0.19% | 97 |
|
|
2021
Q1 | $792K | Sell |
16,977
-40,627
| -71% | -$2.02M | 0.23% | 99 |
|
|
2020
Q4 | $2.67M | Sell |
57,604
-6,551
| -10% | -$299K | 0.56% | 81 |
|
|
2020
Q3 | $2.69M | Buy |
64,155
+13,452
| +27% | +$578K | 0.56% | 45 |
|
|
2020
Q2 | $2.01M | Buy |
+50,703
| New | +$1.98M | 0.4% | 41 |
|
|
2020
Q1 | – | Sell |
-19,603
| Closed | -$855K | – | 63 |
|
|
2019
Q4 | $855K | Buy |
+19,603
| New | +$817K | 0.17% | 88 |
|
|
2019
Q2 | – | Sell |
-125,985
| Closed | -$5.58M | – | 95 |
|
|
2019
Q1 | $5.58M | Buy |
+125,985
| New | +$5.38M | 0.92% | 39 |
|
|
2018
Q4 | – | Sell |
-5,821
| Closed | -$249K | – | 68 |
|
|
2018
Q3 | $249K | Sell |
5,821
-19,996
| -77% | -$847K | 0.04% | 67 |
|
|
2018
Q2 | $1.11M | Sell |
25,817
-78,042
| -75% | -$3.65M | 0.17% | 65 |
|
|
2018
Q1 | $4.91M | Buy |
103,859
+3,762
| +4% | +$185K | 0.79% | 42 |
|
|
2017
Q4 | $4.62M | Buy |
100,097
+1,698
| +2% | +$78.4K | 0.8% | 52 |
|
|
2017
Q3 | $4.33M | Sell |
98,399
-17,409
| -15% | -$746K | 0.78% | 49 |
|
|
2017
Q2 | $4.6M | Sell |
115,808
-995
| -0.9% | -$39K | 0.87% | 38 |
|
|
2017
Q1 | $4.5M | Sell |
116,803
-3,580
| -3% | -$135K | 0.9% | 36 |
|
|
2016
Q4 | $4.18M | Sell |
120,383
-282
| -0.2% | -$10.4K | 0.79% | 35 |
|
|
2016
Q3 | $4.59M | Buy |
+120,665
| New | +$4.42M | 0.82% | 34 |
|
|
2015
Q3 | – | Sell |
-75,784
| Closed | -$3.49M | – | 110 |
|
|
2015
Q2 | $3.49M | Sell |
75,784
-6,129
| -7% | -$303K | 0.67% | 39 |
|
|
2015
Q1 | $3.64M | Sell |
81,913
-2,619
| -3% | -$112K | 0.61% | 44 |
|
|
2014
Q4 | $3.52M | Buy |
84,532
+3,879
| +5% | +$153K | 0.39% | 42 |
|
|
2014
Q3 | $3.09M | Buy |
80,653
+1,422
| +2% | +$57K | 0.53% | 48 |
|
|
2014
Q2 | $2.94M | Sell |
79,231
-170,769
| -68% | -$6.19M | 0.39% | 57 |
|
|
2014
Q1 | $8.95M | Buy |
250,000
+200,593
| +406% | +$7.02M | 1.23% | 22 |
|
|
2013
Q4 | $1.9M | Sell |
49,407
-149,298
| -75% | -$5.7M | 0.41% | 52 |
|
|
2013
Q3 | $7.37M | Buy |
+198,705
| New | +$7.06M | 1.62% | 19 |
|
Other funds holding FXI
BHCM
OMC
Mount Lucas Management's FXI Position: Q1 2026 in Review
Mount Lucas Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2026, closing a stake of 24,413 shares — an estimated $935K sold.
Mount Lucas Management first reported a position in FXI in Q3 2013 and held it in 31 quarters. The position peaked at $8.95M in Q1 2014. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.
- Mount Lucas Management reported no remaining iShares China Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
- Mount Lucas Management sold 24,413 iShares China Large-Cap ETF shares in Q1 2026, an estimated $935K.
- Mount Lucas Management first reported a position in iShares China Large-Cap ETF in Q3 2013 and held it in 31 quarters.
- Mount Lucas Management's iShares China Large-Cap ETF position peaked at $8.95M in Q1 2014.
- 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.
Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.