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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
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 $1.66T 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

NewEdge Wealth's FXI Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares China Large-Cap ETF (FXI) stake by 40% in Q1 2026, selling an estimated $280K and leaving 11,269 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

NewEdge Wealth first reported a position in FXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $741K in Q3 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • NewEdge Wealth held 11,269 shares of iShares China Large-Cap ETF worth $405K as of Q1 2026.
  • NewEdge Wealth sold 7,372 iShares China Large-Cap ETF shares in Q1 2026, an estimated $280K.
  • iShares China Large-Cap ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #880 holding.
  • NewEdge Wealth first reported a position in iShares China Large-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's iShares China Large-Cap ETF position peaked at $741K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.