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Simplicity Solutions’s iShares China Large-Cap ETF FXI Stock Holding History

Simplicity Solutions’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
2023
Q4 		$3.94M Buy
+163,816
New +$4.15M 0.11% 175
2020
Q1 		– Sell
-64,133
Closed -$2.8M – 790
2019
Q4 		$2.8M Buy
+64,133
New +$2.67M 0.09% 192

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Simplicity Solutions's FXI Position: Q4 2023 in Review

Simplicity Solutions opened a new position in iShares China Large-Cap ETF (FXI) in Q4 2023: 163,816 shares worth $3.94M. The stake represents 0.11% of the portfolio and ranks #175 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in FXI as recently as Q4 2019.

Simplicity Solutions first reported a position in FXI in Q4 2019 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold FXI as of Q4 2023.

  • Simplicity Solutions held 163,816 shares of iShares China Large-Cap ETF worth $3.94M as of Q4 2023.
  • iShares China Large-Cap ETF was a new Simplicity Solutions position in Q4 2023.
  • iShares China Large-Cap ETF made up 0.11% of Simplicity Solutions's portfolio in Q4 2023, its #175 holding.
  • Simplicity Solutions first reported a position in iShares China Large-Cap ETF in Q4 2019 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.