Robertson Stephens Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Robertson Stephens Wealth 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 Q2	$312K	Sell	9,889 -218,922	-96%	-$7.8M	0.01%	514
2026 Q1	$8.21M	Buy	228,811 +117,016	+105%	+$4.45M	0.23%	85
2025 Q4	$4.28M	Sell	111,795 -11,165	-9%	-$443K	0.11%	132
2025 Q3	$5.06M	Sell	122,960 -23,948	-16%	-$926K	0.15%	101
2025 Q2	$5.4M	Buy	146,908 +137,720	+1,499%	+$4.82M	0.17%	98
2025 Q1	$329K	Buy	+9,188	New	+$311K	0.01%	438

Other funds holding FXI

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Robertson Stephens Wealth Management's FXI Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares China Large-Cap ETF (FXI) stake by 96% in Q2 2026, selling an estimated $7.8M and leaving 9,889 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #514.

Robertson Stephens Wealth Management first reported a position in FXI in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.21M in Q1 2026. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Robertson Stephens Wealth Management held 9,889 shares of iShares China Large-Cap ETF worth $312K as of Q2 2026.
Robertson Stephens Wealth Management sold 218,922 iShares China Large-Cap ETF shares in Q2 2026, an estimated $7.8M.
iShares China Large-Cap ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #514 holding.
Robertson Stephens Wealth Management first reported a position in iShares China Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Robertson Stephens Wealth Management's iShares China Large-Cap ETF position peaked at $8.21M in Q1 2026.
323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.