United Capital Financial Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

United Capital Financial Advisors’s Portfolio FXI Stock Details FXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,407	Closed	-$321K	–	1068
2022 Q3	$321K	Hold	12,407	–	–	﹤0.01%	888
2022 Q2	$421K	Buy	12,407 +26	+0.2%	+$882	﹤0.01%	837
2022 Q1	$396K	Sell	12,381 -88	-0.7%	-$2.82K	﹤0.01%	903
2021 Q4	$456K	Sell	12,469 -154	-1%	-$5.63K	﹤0.01%	888
2021 Q3	$491K	Sell	12,623 -1,144	-8%	-$44.5K	﹤0.01%	859
2021 Q2	$638K	Sell	13,767 -91	-0.7%	-$4.22K	﹤0.01%	806
2021 Q1	$647K	Buy	13,858 +990	+8%	+$46.2K	﹤0.01%	778
2020 Q4	$597K	Buy	12,868 +234	+2%	+$10.9K	﹤0.01%	797
2020 Q3	$531K	Hold	12,634	–	–	﹤0.01%	813
2020 Q2	$502K	Sell	12,634 -2	-0%	-$79	﹤0.01%	859
2020 Q1	$474K	Buy	12,636 +48	+0.4%	+$1.8K	﹤0.01%	832
2019 Q4	$549K	Sell	12,588 -575	-4%	-$25.1K	﹤0.01%	956
2019 Q3	$524K	Buy	13,163 +732	+6%	+$29.1K	﹤0.01%	928
2019 Q2	$532K	Buy	12,431 +4,879	+65%	+$209K	﹤0.01%	1020
2019 Q1	$334K	Buy	7,552 +1,588	+27%	+$70.2K	﹤0.01%	1078
2018 Q4	$233K	Buy	5,964 +228	+4%	+$8.91K	﹤0.01%	1154
2018 Q3	$246K	Sell	5,736 -97	-2%	-$4.16K	﹤0.01%	1190
2018 Q2	$251K	Buy	+5,833	New	+$251K	﹤0.01%	1161
2017 Q1	–	Sell	-42,153	Closed	-$1.46M	–	1258
2016 Q4	$1.46M	Sell	42,153 -1,010,480	-96%	-$35.1M	0.01%	633
2016 Q3	$40M	Buy	+1,052,633	New	+$40M	0.39%	50
2016 Q1	–	Sell	-5,893	Closed	-$208K	–	1231
2015 Q4	$208K	Sell	5,893 -1,380	-19%	-$48.7K	﹤0.01%	1124
2015 Q3	$258K	Sell	7,273 -751,987	-99%	-$26.7M	﹤0.01%	1090
2015 Q2	$35M	Sell	759,260 -20,961	-3%	-$966K	0.41%	47
2015 Q1	$40M	Buy	780,221 +99,878	+15%	+$5.13M	0.49%	36
2014 Q4	$28.3M	Buy	680,343 +56,725	+9%	+$2.36M	0.42%	57
2014 Q3	$23.9M	Buy	+623,618	New	+$23.9M	0.41%	60
2014 Q2	–	Sell	-6,172	Closed	-$221K	–	849
2014 Q1	$221K	Sell	6,172 -100	-2%	-$3.58K	﹤0.01%	853
2013 Q4	$241K	Buy	+6,272	New	+$241K	0.01%	569