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

Prism 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 Q3	$588K	Hold	17,567	–	–	0.15%	62
2026 Q2	$555K	Hold	17,567	–	–	0.13%	58
2026 Q1	$631K	Hold	17,567	–	–	0.17%	57
2025 Q4	$673K	Hold	17,567	–	–	0.18%	53
2025 Q3	$723K	Hold	17,567	–	–	0.2%	54
2025 Q2	$646K	Hold	17,567	–	–	0.18%	50
2025 Q1	$630K	Hold	17,567	–	–	0.19%	40
2024 Q4	$535K	Hold	17,567	–	–	0.16%	47
2024 Q3	$558K	Hold	17,567	–	–	0.16%	45
2024 Q2	$457K	Sell	17,567 -1,197	-6%	-$31.4K	0.14%	49
2024 Q1	$452K	Sell	18,764 -780	-4%	-$18K	0.14%	44
2023 Q4	$470K	Buy	+19,544	New	+$495K	0.15%	49
2023 Q3	–	Sell	-21,608	Closed	-$588K	–	59
2023 Q2	$588K	Sell	21,608 -2,698	-11%	-$75.7K	0.2%	36
2023 Q1	$718K	Sell	24,306 -712	-3%	-$21.4K	0.25%	34
2022 Q4	$708K	Buy	+25,018	New	+$647K	0.26%	32
2022 Q3	–	Sell	-30,255	Closed	-$1.03M	–	54
2022 Q2	$1.03M	Buy	30,255 +1,180	+4%	+$37K	0.39%	27
2022 Q1	$930K	Buy	29,075 +888	+3%	+$31.3K	0.31%	27
2021 Q4	$1.03M	Hold	28,187	–	–	0.34%	25
2021 Q3	$1.1M	Hold	28,187	–	–	0.39%	25
2021 Q2	$1.31M	Buy	28,187 +43	+0.2%	+$1.99K	0.45%	26
2021 Q1	$1.31M	Hold	28,144	–	–	0.47%	24
2020 Q4	$1.31M	Hold	28,144	–	–	0.49%	24
2020 Q3	$1.18M	Sell	28,144 -11,067	-28%	-$476K	0.5%	23
2020 Q2	$1.56M	Sell	39,211 -1,740	-4%	-$67.9K	0.7%	23
2020 Q1	$1.54M	Buy	40,951 +24,757	+153%	+$1.01M	0.99%	36
2019 Q4	$707K	Hold	16,194	–	–	0.36%	42
2019 Q3	$645K	Hold	16,194	–	–	0.36%	40
2019 Q2	$693K	Hold	16,194	–	–	0.39%	38
2019 Q1	$717K	Hold	16,194	–	–	0.41%	36
2018 Q4	$633K	Buy	+16,194	New	+$654K	0.4%	38

Other funds holding FXI

Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Prism Advisors's FXI Position: Q3 2026 in Review

Prism Advisors held its iShares China Large-Cap ETF (FXI) position steady in Q3 2026 at 17,567 shares worth $588K. The position accounts for 0.15% of the portfolio, ranked #62.

Prism Advisors first reported a position in FXI in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.56M in Q2 2020. 9 funds tracked by Wall St. Rank hold FXI as of Q3 2026.

Prism Advisors held 17,567 shares of iShares China Large-Cap ETF worth $588K as of Q3 2026.
Prism Advisors left its iShares China Large-Cap ETF share count unchanged in Q3 2026.
iShares China Large-Cap ETF made up 0.15% of Prism Advisors's portfolio in Q3 2026, its #62 holding.
Prism Advisors first reported a position in iShares China Large-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Prism Advisors's iShares China Large-Cap ETF position peaked at $1.56M in Q2 2020.
9 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.