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

NewEdge Wealth’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
Q2 		– Sell
-11,269
Closed -$405K – 1249
2026
Q1 		$405K Sell
11,269
-7,372
-40% -$280K ﹤0.01% 880
2025
Q4 		$714K Hold
18,641
– – 0.01% 719
2025
Q3 		$741K Buy
+18,641
New +$721K 0.01% 637

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Wealth's FXI Position: Q2 2026 in Review

NewEdge Wealth sold out of iShares China Large-Cap ETF (FXI) in Q2 2026, closing a stake of 11,269 shares — an estimated $405K sold.

NewEdge Wealth first reported a position in FXI in Q3 2025 and held it in 3 quarters. The position peaked at $741K in Q3 2025. 325 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

  • NewEdge Wealth reported no remaining iShares China Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • NewEdge Wealth sold 11,269 iShares China Large-Cap ETF shares in Q2 2026, an estimated $405K.
  • NewEdge Wealth first reported a position in iShares China Large-Cap ETF in Q3 2025 and held it in 3 quarters.
  • NewEdge Wealth's iShares China Large-Cap ETF position peaked at $741K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.