Silver Oak Securities’s iShares China Large-Cap ETF FXI Stock Holding History

Silver Oak Securities’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	$219K	Sell	6,923 -258	-4%	-$9.2K	0.01%	723
2026 Q1	$258K	Hold	7,181	–	–	0.02%	652
2025 Q4	$278K	Buy	7,181 +74	+1%	+$2.94K	0.02%	658
2025 Q3	$292K	Sell	7,107 -175	-2%	-$6.76K	0.02%	588
2025 Q2	$268K	Sell	7,282 -11	-0.2%	-$385	0.02%	571
2025 Q1	$261K	Buy	7,293 +784	+12%	+$26.5K	0.02%	538
2024 Q4	$198K	Sell	6,509 -2,941	-31%	-$92.7K	0.02%	590
2024 Q3	$304K	Buy	+9,450	New	+$250K	0.03%	426

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

Silver Oak Securities's FXI Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares China Large-Cap ETF (FXI) stake by 3.6% in Q2 2026, selling an estimated $9.2K and leaving 6,923 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #723.

Silver Oak Securities first reported a position in FXI in Q3 2024 and has held it in 8 quarters since. The position peaked at $304K in Q3 2024. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Silver Oak Securities held 6,923 shares of iShares China Large-Cap ETF worth $219K as of Q2 2026.
Silver Oak Securities sold 258 iShares China Large-Cap ETF shares in Q2 2026, an estimated $9.2K.
iShares China Large-Cap ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #723 holding.
Silver Oak Securities first reported a position in iShares China Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Silver Oak Securities's iShares China Large-Cap ETF position peaked at $304K in Q3 2024.
323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.