SOA Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

SOA Wealth Advisors’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	$11.7K	Hold	369	–	–	﹤0.01%	594
2026 Q1	$13.2K	Hold	369	–	–	﹤0.01%	546
2025 Q4	$14.1K	Hold	369	–	–	﹤0.01%	550
2025 Q3	$15.2K	Hold	369	–	–	﹤0.01%	559
2025 Q2	$13.6K	Sell	369 -82	-18%	-$2.87K	﹤0.01%	564
2025 Q1	$16.2K	Hold	451	–	–	﹤0.01%	507
2024 Q4	$13.7K	Sell	451 -91	-17%	-$2.87K	﹤0.01%	511
2024 Q3	$17.2K	Hold	542	–	–	﹤0.01%	468
2024 Q2	$14.1K	Buy	542 +1	+0.2%	+$26	﹤0.01%	489
2024 Q1	$13K	Hold	541	–	–	﹤0.01%	503
2023 Q4	$13K	Sell	541 -139	-20%	-$3.52K	﹤0.01%	489
2023 Q3	$18K	Hold	680	–	–	﹤0.01%	437
2023 Q2	$18.5K	Hold	680	–	–	﹤0.01%	445
2023 Q1	$20.1K	Hold	680	–	–	﹤0.01%	423
2022 Q4	$19.2K	Buy	680 +7	+1%	+$181	0.01%	412
2022 Q3	$17K	Hold	673	–	–	0.01%	414
2022 Q2	$22K	Buy	673 +1	+0.1%	+$31	0.01%	366
2022 Q1	$21K	Sell	672 -354	-35%	-$12.5K	0.01%	459
2021 Q4	$37K	Buy	1,026 +2	+0.2%	+$78	0.01%	343
2021 Q3	$39K	Buy	1,024 +354	+53%	+$14.6K	0.01%	337
2021 Q2	$31K	Sell	670 -354	-35%	-$16.3K	0.01%	385
2021 Q1	$47K	Hold	1,024	–	–	0.01%	278
2020 Q4	$53K	Buy	+1,024	New	+$46.7K	0.01%	256

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

SOA Wealth Advisors's FXI Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares China Large-Cap ETF (FXI) position steady in Q2 2026 at 369 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

SOA Wealth Advisors first reported a position in FXI in Q4 2020 and has held it in 23 quarters since. The position peaked at $53K in Q4 2020. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

SOA Wealth Advisors held 369 shares of iShares China Large-Cap ETF worth $11.7K as of Q2 2026.
SOA Wealth Advisors left its iShares China Large-Cap ETF share count unchanged in Q2 2026.
iShares China Large-Cap ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #594 holding.
SOA Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares China Large-Cap ETF position peaked at $53K in Q4 2020.
323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.