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

RGT Wealth 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
2022
Q3 		$26K Hold
1,000
– – ﹤0.01% 96
2022
Q2 		$34K Hold
1,000
– – 0.01% 100
2022
Q1 		$32K Hold
1,000
– – 0.01% 98
2021
Q4 		$37K Buy
+1,000
New +$39.2K 0.01% 152

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RGT Wealth Advisors's FXI Position: Q3 2022 in Review

RGT Wealth Advisors held its iShares China Large-Cap ETF (FXI) position steady in Q3 2022 at 1,000 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #96.

RGT Wealth Advisors first reported a position in FXI in Q4 2021 and has held it in 4 quarters since. The position peaked at $37K in Q4 2021. 244 funds tracked by Wall St. Rank hold FXI as of Q3 2022.

  • RGT Wealth Advisors held 1,000 shares of iShares China Large-Cap ETF worth $26K as of Q3 2022.
  • RGT Wealth Advisors left its iShares China Large-Cap ETF share count unchanged in Q3 2022.
  • iShares China Large-Cap ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #96 holding.
  • RGT Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's iShares China Large-Cap ETF position peaked at $37K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.