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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
Q2 		$190K Hold
6,011
– – 0.02% 543
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 $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's FXI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares China Large-Cap ETF (FXI) position steady in Q2 2026 at 6,011 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #543.

Pinnacle Wealth Planning Services first reported a position in FXI in Q1 2025 and has held it in 6 quarters since. The position peaked at $247K in Q3 2025. 325 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,011 shares of iShares China Large-Cap ETF worth $190K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares China Large-Cap ETF share count unchanged in Q2 2026.
  • iShares China Large-Cap ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #543 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares China Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's iShares China Large-Cap ETF position peaked at $247K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.