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Smith & Howard Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Smith & Howard 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
2014
Q1 		– Sell
-101
Closed -$4K – 101
2013
Q4 		$4K Hold
101
– – ﹤0.01% 227
2013
Q3 		$4K Buy
+101
New +$3.59K ﹤0.01% 225

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Smith & Howard Wealth Management's FXI Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2014, closing a stake of 101 shares — an estimated $4K sold.

Smith & Howard Wealth Management first reported a position in FXI in Q3 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2013. 276 funds tracked by Wall St. Rank hold FXI as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 101 iShares China Large-Cap ETF shares in Q1 2014, an estimated $4K.
  • Smith & Howard Wealth Management first reported a position in iShares China Large-Cap ETF in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's iShares China Large-Cap ETF position peaked at $4K in Q4 2013.
  • 276 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.