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Summit Securities Group’s iShares China Large-Cap ETF FXI Stock Holding History

Summit Securities 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
2023
Q1 		– Sell
-5,700
Closed -$161K – 989
2022
Q4 		$161K Buy
+5,700
New +$147K 0.01% 519
2020
Q1 		– Sell
-200
Closed -$873K – 352
2019
Q4 		$873K Buy
+200
New +$8.34K 0.07% 230
2015
Q4 		– Sell
-337
Closed -$117K – 338
2015
Q3 		$117K Buy
+337
New +$13.1K 0.08% 110
2015
Q1 		– Sell
-49
Closed -$62K – 474
2014
Q4 		$62K Hold
49
– – 0.02% 304
2014
Q3 		$46K Sell
49
-98
-67% -$3.93K 0.01% 409
2014
Q2 		$60K Buy
+147
New +$5.33K 0.02% 289

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's FXI Position: Q1 2026 in Review

Summit Securities Group sold out of iShares China Large-Cap ETF (FXI) in Q1 2026, closing a stake of 50,800 shares — an estimated $1.95M sold.

Summit Securities Group first reported a position in FXI in Q4 2013 and held it in 19 quarters. The position peaked at $14.8M in Q1 2023. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • Summit Securities Group reported no remaining iShares China Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 50,800 iShares China Large-Cap ETF shares in Q1 2026, an estimated $1.95M.
  • Summit Securities Group first reported a position in iShares China Large-Cap ETF in Q4 2013 and held it in 19 quarters.
  • Summit Securities Group's iShares China Large-Cap ETF position peaked at $14.8M in Q1 2023.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.