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

Powell 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
2026
Q1 		$71K Hold
1,979
– – 0.02% 158
2025
Q4 		$75.8K Buy
1,979
+21
+1% +$833 0.03% 153
2025
Q3 		$80.5K Hold
1,958
– – 0.03% 152
2025
Q2 		$72K Sell
1,958
-4,417
-69% -$155K 0.03% 149
2025
Q1 		$228K Hold
6,375
– – 0.11% 102
2024
Q4 		$194K Buy
+6,375
New +$201K 0.09% 125

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

Powell Investment Advisors's FXI Position: Q1 2026 in Review

Powell Investment Advisors held its iShares China Large-Cap ETF (FXI) position steady in Q1 2026 at 1,979 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #158.

Powell Investment Advisors first reported a position in FXI in Q4 2024 and has held it in 6 quarters since. The position peaked at $228K in Q1 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • Powell Investment Advisors held 1,979 shares of iShares China Large-Cap ETF worth $71K as of Q1 2026.
  • Powell Investment Advisors left its iShares China Large-Cap ETF share count unchanged in Q1 2026.
  • iShares China Large-Cap ETF made up 0.02% of Powell Investment Advisors's portfolio in Q1 2026, its #158 holding.
  • Powell Investment Advisors first reported a position in iShares China Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Powell Investment Advisors's iShares China Large-Cap ETF position peaked at $228K in Q1 2025.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.