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

Omnia Family 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
2024 Q3	–	Sell	-176,408	Closed	-$4.58M	–	84
2024 Q2	$4.58M	Buy	+176,408	New	+$4.63M	1.94%	15
2021 Q4	–	Sell	-76,628	Closed	-$2.98M	–	77
2021 Q3	$2.98M	Buy	+76,628	New	+$3.17M	2.05%	15
2018 Q4	–	Sell	-200	Closed	-$9K	–	581
2018 Q3	$9K	Buy	+200	New	+$8.47K	﹤0.01%	270
2017 Q2	–	Sell	-12	Closed	–	–	719
2017 Q1	$0	Hold	12	–	–	﹤0.01%	741
2016 Q4	$0	Buy	+12	New	+$442	﹤0.01%	746

Other funds holding FXI

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Omnia Family Wealth's FXI Position: Q3 2024 in Review

Omnia Family Wealth sold out of iShares China Large-Cap ETF (FXI) in Q3 2024, closing a stake of 176,408 shares — an estimated $4.58M sold.

Omnia Family Wealth first reported a position in FXI in Q4 2016 and held it in 5 quarters. The position peaked at $4.58M in Q2 2024. 301 funds tracked by Wall St. Rank hold FXI as of Q3 2024.

Omnia Family Wealth reported no remaining iShares China Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
Omnia Family Wealth sold 176,408 iShares China Large-Cap ETF shares in Q3 2024, an estimated $4.58M.
Omnia Family Wealth first reported a position in iShares China Large-Cap ETF in Q4 2016 and held it in 5 quarters.
Omnia Family Wealth's iShares China Large-Cap ETF position peaked at $4.58M in Q2 2024.
301 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2024.

Based on Omnia Family Wealth's 13F filing for Q3 2024, filed 6 Nov 2024.