ORG Wealth Partners’s iShares China Large-Cap ETF FXI Stock Holding History

ORG Wealth Partners’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 Q2	–	Sell	-6,000	Closed	-$215K	–	700
2026 Q1	$215K	Buy	+6,000	New	+$228K	0.04%	217

Other funds holding FXI

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

ORG Wealth Partners's FXI Position: Q2 2026 in Review

ORG Wealth Partners sold out of iShares China Large-Cap ETF (FXI) in Q2 2026, closing a stake of 6,000 shares — an estimated $215K sold.

ORG Wealth Partners first reported a position in FXI in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

ORG Wealth Partners reported no remaining iShares China Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
ORG Wealth Partners sold 6,000 iShares China Large-Cap ETF shares in Q2 2026, an estimated $215K.
ORG Wealth Partners first reported a position in iShares China Large-Cap ETF in Q1 2026 and held it in 1 quarter.
ORG Wealth Partners's iShares China Large-Cap ETF position peaked at $215K in Q1 2026.
323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.