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Stonebridge Financial Planning Group’s iShares China Large-Cap ETF FXI Stock Holding History

Stonebridge Financial Planning Group’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
2022
Q1 		– Sell
-600
Closed -$22K – 206
2021
Q4 		$22K Buy
+600
New +$23.5K 0.01% 292

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Stonebridge Financial Planning Group's FXI Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares China Large-Cap ETF (FXI) in Q1 2022, closing a stake of 600 shares — an estimated $22K sold.

Stonebridge Financial Planning Group first reported a position in FXI in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 272 funds tracked by Wall St. Rank hold FXI as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining iShares China Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 600 iShares China Large-Cap ETF shares in Q1 2022, an estimated $22K.
  • Stonebridge Financial Planning Group first reported a position in iShares China Large-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's iShares China Large-Cap ETF position peaked at $22K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.