Tradition Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Tradition Wealth Management’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 Q4	–	Sell	-500	Closed	-$13K	–	1305
2023 Q3	$13K	Hold	500	–	–	﹤0.01%	948
2023 Q2	$14K	Hold	500	–	–	﹤0.01%	961
2023 Q1	$15K	Hold	500	–	–	﹤0.01%	895
2022 Q4	$14K	Hold	500	–	–	﹤0.01%	823
2022 Q3	$13K	Sell	500 -1,100	-69%	-$32.9K	﹤0.01%	863
2022 Q2	$54K	Hold	1,600	–	–	0.01%	443
2022 Q1	$51K	Buy	1,600 +1,500	+1,500%	+$52.9K	0.01%	514
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	1084
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	1072
2021 Q2	$5K	Buy	+100	New	+$4.62K	﹤0.01%	1062
2021 Q1	–	Sell	-100	Closed	-$5K	–	878
2020 Q4	$5K	Buy	+100	New	+$4.57K	﹤0.01%	843

Other funds holding FXI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Tradition Wealth Management's FXI Position: Q4 2023 in Review

Tradition Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q4 2023, closing a stake of 500 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in FXI in Q4 2020 and held it in 11 quarters. The position peaked at $54K in Q2 2022. 236 funds tracked by Wall St. Rank hold FXI as of Q4 2023.

Tradition Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 500 iShares China Large-Cap ETF shares in Q4 2023, an estimated $13K.
Tradition Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2020 and held it in 11 quarters.
Tradition Wealth Management's iShares China Large-Cap ETF position peaked at $54K in Q2 2022.
236 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.