ULWM
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Upper Left Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Upper Left 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
2026
Q2 		$541K Buy
17,134
+8,306
+94% +$296K 0.3% 54
2026
Q1 		$317K Buy
8,828
+776
+10% +$29.5K 0.19% 57
2025
Q4 		$308K Buy
8,052
+1,822
+29% +$72.3K 0.19% 58
2025
Q3 		$256K Sell
6,230
-777
-11% -$30K 0.16% 60
2025
Q2 		$258K Sell
7,007
-493
-7% -$17.3K 0.17% 60
2025
Q1 		$269K Sell
7,500
-799
-10% -$27.1K 0.19% 57
2024
Q4 		$253K Sell
8,299
-3,464
-29% -$109K 0.22% 56
2024
Q3 		$311K Sell
11,763
-1,640
-12% -$43.4K 0.27% 52
2024
Q2 		$348K Buy
13,403
+163
+1% +$4.28K 0.31% 49
2024
Q1 		$319K Sell
13,240
-2,410
-15% -$55.6K 0.3% 49
2023
Q4 		$376K Buy
15,650
+6
+0% +$152 0.37% 50
2023
Q3 		$415K Buy
15,644
+119
+0.8% +$3.29K 0.43% 43
2023
Q2 		$422K Sell
15,525
-790
-5% -$22.2K 0.47% 42
2023
Q1 		$482K Sell
16,315
-2,143
-12% -$64.4K 0.55% 38
2022
Q4 		$522K Buy
+18,458
New +$477K 0.62% 37

Other funds holding FXI

NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Upper Left Wealth Management's FXI Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares China Large-Cap ETF (FXI) stake by 94% in Q2 2026, buying an estimated $296K and bringing the position to 17,134 shares worth $541K. The position accounts for 0.3% of the portfolio, ranked #54.

Upper Left Wealth Management first reported a position in FXI in Q4 2022 and has held it in 15 quarters since. 29 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

  • Upper Left Wealth Management held 17,134 shares of iShares China Large-Cap ETF worth $541K as of Q2 2026.
  • Upper Left Wealth Management bought 8,306 iShares China Large-Cap ETF shares in Q2 2026, an estimated $296K.
  • iShares China Large-Cap ETF made up 0.3% of Upper Left Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Upper Left Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.