SONA Asset Management (US)’s iShares China Large-Cap ETF FXI Stock Holding History

SONA Asset Management (US)’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
2025 Q4	–	Sell	-500,000	Closed	-$20.6M	–	169
2025 Q3	$20.6M	Buy	+500,000	New	+$19.3M	0.5%	48
2025 Q1	–	Sell	-275,000	Closed	-$8.37M	–	111
2024 Q4	$8.37M	Sell	275,000 -925,000	-77%	-$29.2M	0.33%	58
2024 Q3	$38.1M	Buy	1,200,000 +820,000	+216%	+$21.7M	0.87%	25
2024 Q2	$9.88M	Buy	380,000 +100,000	+36%	+$2.63M	0.31%	43
2024 Q1	$6.74M	Sell	280,000 -270,000	-49%	-$6.23M	0.23%	45
2023 Q4	$13.2M	Buy	+550,000	New	+$13.9M	0.43%	26
2022 Q1	–	Sell	-330,000	Closed	-$53K	–	265
2021 Q4	$53K	Buy	+330,000	New	+$12.9M	0.03%	192

Other funds holding FXI

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

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

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

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SONA Asset Management (US)'s FXI Position: Q1 2025 in Review

SONA Asset Management (US) sold out of iShares China Large-Cap ETF (FXI) in Q1 2025, closing a stake of 150,000 shares — an estimated $4.57M sold.

SONA Asset Management (US) first reported a position in FXI in Q3 2024 and held it in 2 quarters. The position peaked at $4.77M in Q3 2024. 369 funds tracked by Wall St. Rank hold FXI as of Q1 2025.

SONA Asset Management (US) reported no remaining iShares China Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
SONA Asset Management (US) sold 150,000 iShares China Large-Cap ETF shares in Q1 2025, an estimated $4.57M.
SONA Asset Management (US) first reported a position in iShares China Large-Cap ETF in Q3 2024 and held it in 2 quarters.
SONA Asset Management (US)'s iShares China Large-Cap ETF position peaked at $4.77M in Q3 2024.
369 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2025.

Based on SONA Asset Management (US)'s 13F filing for Q1 2025, filed 15 May 2025.