Oliver Lagore Vanvalin Investment Group’s iShares China Large-Cap ETF FXI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$45	Buy	+1	New	+$35	﹤0.01%	649
2024 Q4	$73	Hold	2	–	–	﹤0.01%	671
2024 Q3	$75	Sell	2 -2	-50%	-$53	﹤0.01%	668
2024 Q2	$103	Hold	4	–	–	﹤0.01%	710
2024 Q1	$95	Sell	4 -2	-33%	-$46	﹤0.01%	710
2023 Q4	$140	Sell	6 -5	-45%	-$127	﹤0.01%	731
2023 Q3	$284	Sell	11 -1	-8%	-$28	﹤0.01%	790
2023 Q2	$320	Sell	12 -503	-98%	-$14.1K	﹤0.01%	736
2023 Q1	$15.2K	Sell	515 -88,141	-99%	-$2.65M	0.01%	324
2022 Q4	$2.51M	Buy	88,656 +88,465	+46,317%	+$2.29M	1.42%	15
2022 Q3	$5K	Sell	191 -11,029	-98%	-$330K	﹤0.01%	428
2022 Q2	$380K	Buy	11,220 +11,091	+8,598%	+$348K	0.22%	63
2022 Q1	$4K	Sell	129 -68,111	-100%	-$2.4M	﹤0.01%	434
2021 Q4	$2.5M	Buy	+68,240	New	+$2.68M	0.18%	59

Other funds holding FXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FXI Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares China Large-Cap ETF (FXI) in Q2 2025: 1 share worth $45. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FXI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FXI in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.51M in Q4 2022. 365 funds tracked by Wall St. Rank hold FXI as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1 share of iShares China Large-Cap ETF worth $45 as of Q2 2025.
iShares China Large-Cap ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares China Large-Cap ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #649 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares China Large-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares China Large-Cap ETF position peaked at $2.51M in Q4 2022.
365 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.