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Summit Trail Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Summit Trail 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
Q1 		$360K Hold
10,015
– – 0.01% 1263
2025
Q4 		$383K Hold
10,015
– – 0.01% 1154
2025
Q3 		$412K Hold
10,015
– – 0.01% 1132
2025
Q2 		$368K Buy
+10,015
New +$351K 0.01% 845
2024
Q3 		– Sell
-10,635
Closed -$276K – 733
2024
Q2 		$276K Sell
10,635
-21,133
-67% -$555K 0.01% 513
2024
Q1 		$765K Buy
+31,768
New +$733K 0.02% 259

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 Trail Advisors's FXI Position: Q1 2026 in Review

Summit Trail Advisors held its iShares China Large-Cap ETF (FXI) position steady in Q1 2026 at 10,015 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1263.

Summit Trail Advisors first reported a position in FXI in Q1 2024 and has held it in 6 quarters since. The position peaked at $765K in Q1 2024. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • Summit Trail Advisors held 10,015 shares of iShares China Large-Cap ETF worth $360K as of Q1 2026.
  • Summit Trail Advisors left its iShares China Large-Cap ETF share count unchanged in Q1 2026.
  • iShares China Large-Cap ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1263 holding.
  • Summit Trail Advisors first reported a position in iShares China Large-Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • Summit Trail Advisors's iShares China Large-Cap ETF position peaked at $765K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.