Innovative Advisory Group, LLC’s iShares China Large-Cap ETF FXI Stock Holding History

Innovative Advisory Group, LLC’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	-25	Closed	-$957	–	99
2025 Q4	$957	Hold	25	–	–	﹤0.01%	217
2025 Q3	$1.03K	Hold	25	–	–	﹤0.01%	222
2025 Q2	$919	Hold	25	–	–	﹤0.01%	216
2025 Q1	$896	Hold	25	–	–	﹤0.01%	197
2024 Q4	$761	Buy	+25	New	+$788	﹤0.01%	190

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Advisory Group, LLC's FXI Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iShares China Large-Cap ETF (FXI) in Q1 2026, closing a stake of 25 shares — an estimated $957 sold.

Innovative Advisory Group, LLC first reported a position in FXI in Q4 2024 and held it in 5 quarters. The position peaked at $1.03K in Q3 2025. 344 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining iShares China Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 25 iShares China Large-Cap ETF shares in Q1 2026, an estimated $957.
Innovative Advisory Group, LLC first reported a position in iShares China Large-Cap ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's iShares China Large-Cap ETF position peaked at $1.03K in Q3 2025.
344 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.