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RMR Wealth Builders’s iShares China Large-Cap ETF FXI Stock Holding History

RMR Wealth Builders’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
2021
Q1 		– Sell
-316
Closed -$15K – 797
2020
Q4 		$15K Buy
+316
New +$14.4K 0.01% 376
2020
Q3 		– Sell
-316
Closed -$13K – 311
2020
Q2 		$13K Buy
+316
New +$12.3K 0.01% 335

Other funds holding FXI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RMR Wealth Builders's FXI Position: Q1 2021 in Review

RMR Wealth Builders sold out of iShares China Large-Cap ETF (FXI) in Q1 2021, closing a stake of 316 shares — an estimated $15K sold.

RMR Wealth Builders first reported a position in FXI in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q4 2020. 284 funds tracked by Wall St. Rank hold FXI as of Q1 2021.

  • RMR Wealth Builders reported no remaining iShares China Large-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 316 iShares China Large-Cap ETF shares in Q1 2021, an estimated $15K.
  • RMR Wealth Builders first reported a position in iShares China Large-Cap ETF in Q2 2020 and held it in 2 quarters.
  • RMR Wealth Builders's iShares China Large-Cap ETF position peaked at $15K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2021.

Based on RMR Wealth Builders's 13F filing for Q1 2021, filed 13 May 2021.