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Optimum Investment Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Optimum Investment Advisors’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
Q3 		$288K Sell
7,011
-1,500
-18% -$58K 0.11% 156
2025
Q2 		$313K Sell
8,511
-1,629
-16% -$57.1K 0.14% 138
2025
Q1 		$363K Hold
10,140
– – 0.17% 121
2024
Q4 		$309K Buy
+10,140
New +$320K 0.14% 139
2020
Q2 		– Sell
-250
Closed -$9K – 885
2020
Q1 		$9K Hold
250
– – ﹤0.01% 691
2019
Q4 		$11K Hold
250
– – ﹤0.01% 760
2019
Q3 		$10K Sell
250
-905
-78% -$36.7K ﹤0.01% 792
2019
Q2 		$49K Hold
1,155
– – 0.02% 510
2019
Q1 		$51K Hold
1,155
– – 0.02% 498
2018
Q4 		$45K Hold
1,155
– – 0.02% 489
2018
Q3 		$49K Hold
1,155
– – 0.01% 533
2018
Q2 		$50K Hold
1,155
– – 0.01% 527
2018
Q1 		$55K Buy
+1,155
New +$56.7K 0.02% 513
2015
Q1 		$266K Sell
5,990
-385
-6% -$16.4K 0.08% 235
2014
Q4 		$265K Sell
6,375
-30
-0.5% -$1.19K 0.09% 221
2014
Q3 		$245K Sell
6,405
-100
-2% -$4.01K 0.08% 223
2014
Q2 		$241K Sell
6,505
-35
-0.5% -$1.27K 0.08% 234
2014
Q1 		$234K Sell
6,540
-65
-1% -$2.28K 0.09% 205
2013
Q4 		$253K Buy
6,605
+3,115
+89% +$119K 0.1% 192
2013
Q3 		$129K Buy
+3,490
New +$124K 0.05% 258

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Optimum Investment Advisors's FXI Position: Q3 2025 in Review

Optimum Investment Advisors reduced its iShares China Large-Cap ETF (FXI) stake by 18% in Q3 2025, selling an estimated $58K and leaving 7,011 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #156.

Optimum Investment Advisors first reported a position in FXI in Q3 2013 and has held it in 20 quarters since. The position peaked at $363K in Q1 2025. 387 funds tracked by Wall St. Rank hold FXI as of Q3 2025.

  • Optimum Investment Advisors held 7,011 shares of iShares China Large-Cap ETF worth $288K as of Q3 2025.
  • Optimum Investment Advisors sold 1,500 iShares China Large-Cap ETF shares in Q3 2025, an estimated $58K.
  • iShares China Large-Cap ETF made up 0.11% of Optimum Investment Advisors's portfolio in Q3 2025, its #156 holding.
  • Optimum Investment Advisors first reported a position in iShares China Large-Cap ETF in Q3 2013 and has held it in 20 quarters since.
  • Optimum Investment Advisors's iShares China Large-Cap ETF position peaked at $363K in Q1 2025.
  • 387 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.