Samalin Investment Counsel’s iShares China Large-Cap ETF FXI Stock Holding History

Samalin Investment Counsel’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 Q4	–	Sell	-9,673	Closed	-$250K	–	256
2022 Q3	$250K	Hold	9,673	–	–	0.18%	159
2022 Q2	$328K	Sell	9,673 -3,249	-25%	-$102K	0.23%	135
2022 Q1	$413K	Hold	12,922	–	–	0.25%	124
2021 Q4	$473K	Buy	+12,922	New	+$507K	0.28%	102
2020 Q1	–	Sell	-2,793	Closed	-$121K	–	269
2019 Q4	$121K	Buy	+2,793	New	+$116K	0.1%	205

Other funds holding FXI

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Samalin Investment Counsel's FXI Position: Q4 2022 in Review

Samalin Investment Counsel sold out of iShares China Large-Cap ETF (FXI) in Q4 2022, closing a stake of 9,673 shares — an estimated $250K sold.

Samalin Investment Counsel first reported a position in FXI in Q4 2019 and held it in 5 quarters. The position peaked at $473K in Q4 2021. 266 funds tracked by Wall St. Rank hold FXI as of Q4 2022.

Samalin Investment Counsel reported no remaining iShares China Large-Cap ETF position as of Q4 2022 after selling out during the quarter.
Samalin Investment Counsel sold 9,673 iShares China Large-Cap ETF shares in Q4 2022, an estimated $250K.
Samalin Investment Counsel first reported a position in iShares China Large-Cap ETF in Q4 2019 and held it in 5 quarters.
Samalin Investment Counsel's iShares China Large-Cap ETF position peaked at $473K in Q4 2021.
266 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2022.

Based on Samalin Investment Counsel's 13F filing for Q4 2022, filed 10 Feb 2023.