Private Wealth Asset Management’s iShares China Large-Cap ETF FXI Stock Holding History

Private Wealth Asset Management’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	–	Sell	-20,900	Closed	-$800K	–	1016
2025 Q4	$800K	Sell	20,900 -5,650	-21%	-$224K	0.09%	135
2025 Q3	$1.09M	Buy	26,550 +1,550	+6%	+$59.9K	0.13%	112
2025 Q2	$919K	Buy	25,000 +3,200	+15%	+$112K	0.12%	119
2025 Q1	$781K	Buy	+21,800	New	+$738K	0.11%	121

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Asset Management's FXI Position: Q1 2026 in Review

Private Wealth Asset Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2026, closing a stake of 20,900 shares — an estimated $800K sold.

Private Wealth Asset Management first reported a position in FXI in Q1 2025 and held it in 4 quarters. The position peaked at $1.09M in Q3 2025. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

Private Wealth Asset Management reported no remaining iShares China Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Private Wealth Asset Management sold 20,900 iShares China Large-Cap ETF shares in Q1 2026, an estimated $800K.
Private Wealth Asset Management first reported a position in iShares China Large-Cap ETF in Q1 2025 and held it in 4 quarters.
Private Wealth Asset Management's iShares China Large-Cap ETF position peaked at $1.09M in Q3 2025.
342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.