Toth Financial Advisory’s iShares China Large-Cap ETF FXI Stock Holding History

Toth Financial Advisory’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
2020 Q1	–	Sell	-50	Closed	-$2K	–	480
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	422
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	406
2019 Q2	$2K	Buy	+50	New	+$2.14K	﹤0.01%	411
2018 Q2	–	Sell	-35	Closed	-$2K	–	434
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	389
2017 Q4	$2K	Buy	+35	New	+$1.62K	﹤0.01%	388
2015 Q4	–	Sell	-12,870	Closed	-$456K	–	113
2015 Q3	$456K	Sell	12,870 -475	-4%	-$18.5K	0.17%	87
2015 Q2	$615K	Buy	13,345 +100	+0.8%	+$4.95K	0.21%	84
2015 Q1	$588K	Buy	13,245 +1,020	+8%	+$43.4K	0.2%	87
2014 Q4	$509K	Buy	12,225 +850	+7%	+$33.6K	0.18%	92
2014 Q3	$435K	Buy	11,375 +45	+0.4%	+$1.8K	0.16%	91
2014 Q2	$420K	Buy	+11,330	New	+$411K	0.16%	92

Other funds holding FXI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Toth Financial Advisory's FXI Position: Q1 2020 in Review

Toth Financial Advisory sold out of iShares China Large-Cap ETF (FXI) in Q1 2020, closing a stake of 50 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in FXI in Q2 2014 and held it in 11 quarters. The position peaked at $615K in Q2 2015. 264 funds tracked by Wall St. Rank hold FXI as of Q1 2020.

Toth Financial Advisory reported no remaining iShares China Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
Toth Financial Advisory sold 50 iShares China Large-Cap ETF shares in Q1 2020, an estimated $2K.
Toth Financial Advisory first reported a position in iShares China Large-Cap ETF in Q2 2014 and held it in 11 quarters.
Toth Financial Advisory's iShares China Large-Cap ETF position peaked at $615K in Q2 2015.
264 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2020.

Based on Toth Financial Advisory's 13F filing for Q1 2020, filed 20 Apr 2020.