PWPS
FXI icon

Pinnacle Wealth Planning Services’s iShares China Large-Cap ETF FXI Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$216K Hold
6,011
– – 0.02% 452
2025
Q4 		$230K Hold
6,011
– – 0.02% 421
2025
Q3 		$247K Hold
6,011
– – 0.03% 382
2025
Q2 		$221K Hold
6,011
– – 0.03% 392
2025
Q1 		$215K Buy
+6,011
New +$203K 0.03% 343

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's FXI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iShares China Large-Cap ETF (FXI) position steady in Q1 2026 at 6,011 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #452.

Pinnacle Wealth Planning Services first reported a position in FXI in Q1 2025 and has held it in 5 quarters since. The position peaked at $247K in Q3 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,011 shares of iShares China Large-Cap ETF worth $216K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its iShares China Large-Cap ETF share count unchanged in Q1 2026.
  • iShares China Large-Cap ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #452 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares China Large-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's iShares China Large-Cap ETF position peaked at $247K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.