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

Personal 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
2020
Q1 		– Sell
-200
Closed -$9K – 260
2019
Q4 		$9K Hold
200
– – ﹤0.01% 240
2019
Q3 		$8K Hold
200
– – ﹤0.01% 250
2019
Q2 		$9K Buy
+200
New +$8.54K ﹤0.01% 219

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Personal Wealth Partners's FXI Position: Q1 2020 in Review

Personal Wealth Partners sold out of iShares China Large-Cap ETF (FXI) in Q1 2020, closing a stake of 200 shares — an estimated $9K sold.

Personal Wealth Partners first reported a position in FXI in Q2 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 264 funds tracked by Wall St. Rank hold FXI as of Q1 2020.

  • Personal Wealth Partners reported no remaining iShares China Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 200 iShares China Large-Cap ETF shares in Q1 2020, an estimated $9K.
  • Personal Wealth Partners first reported a position in iShares China Large-Cap ETF in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's iShares China Large-Cap ETF position peaked at $9K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.