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 Q2	$316K	Buy	10,016 +1	+0%	+$36	﹤0.01%	1333
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Trail Advisors's FXI Position: Q2 2026 in Review

Summit Trail Advisors increased its iShares China Large-Cap ETF (FXI) stake by 0.01% in Q2 2026, buying an estimated $36 and bringing the position to 10,016 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Summit Trail Advisors first reported a position in FXI in Q1 2024 and has held it in 7 quarters since. The position peaked at $765K in Q1 2024. 325 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Summit Trail Advisors held 10,016 shares of iShares China Large-Cap ETF worth $316K as of Q2 2026.
Summit Trail Advisors bought 1 iShares China Large-Cap ETF share in Q2 2026, an estimated $36.
iShares China Large-Cap ETF made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1333 holding.
Summit Trail Advisors first reported a position in iShares China Large-Cap ETF in Q1 2024 and has held it in 7 quarters since.
Summit Trail Advisors's iShares China Large-Cap ETF position peaked at $765K in Q1 2024.
325 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.