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Mount Lucas Management’s iShares China Large-Cap ETF FXI Stock Holding History

Mount Lucas 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
2024
Q1 		– Sell
-500,000
Closed -$12M – 145
2023
Q4 		$12M Buy
+500,000
New +$12.7M 3.46% 4

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.