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
2024 Q4	–	Sell	-10,000	Closed	-$318K	–	732
2024 Q3	$318K	Hold	10,000	–	–	0.08%	130
2024 Q2	$260K	Sell	10,000 -20,000	-67%	-$525K	0.05%	146
2024 Q1	$722K	Buy	30,000 +29,500	+5,900%	+$680K	0.12%	79
2023 Q4	$12K	Buy	+500	New	+$12.7K	﹤0.01%	508
2023 Q2	–	Sell	-500,000	Closed	-$14.8M	–	966
2023 Q1	$14.8M	Buy	500,000 +247,700	+98%	+$7.44M	1.21%	22
2022 Q4	$7.14M	Buy	+252,300	New	+$6.52M	0.27%	62
2020 Q1	–	Sell	-1,008	Closed	-$4.4M	–	354
2019 Q4	$4.4M	Buy	+1,008	New	+$42K	0.33%	70
2016 Q1	–	Sell	-335	Closed	-$71K	–	216
2015 Q4	$71K	Buy	+335	New	+$12.6K	0.02%	221

Other funds holding FXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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 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 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.