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
Q3 		$552K Sell
16,212
-922
-5% -$32.1K 0.29% 51
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% -$27K 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% +$3.28K 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 $220M AUM 3.21% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
PCM
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $36M AUM 16.76% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $176M AUM 14.39% 1-Year Est. Return

Upper Left Wealth Management's FXI Position: Q3 2026 in Review

Upper Left Wealth Management reduced its iShares China Large-Cap ETF (FXI) stake by 5.4% in Q3 2026, selling an estimated $32.1K and leaving 16,212 shares worth $552K. The position accounts for 0.29% of the portfolio, ranked #51.

Upper Left Wealth Management first reported a position in FXI in Q4 2022 and has held it in 16 quarters since. 37 funds tracked by Wall St. Rank hold FXI as of Q3 2026.

  • Upper Left Wealth Management held 16,212 shares of iShares China Large-Cap ETF worth $552K as of Q3 2026.
  • Upper Left Wealth Management sold 922 iShares China Large-Cap ETF shares in Q3 2026, an estimated $32.1K.
  • iShares China Large-Cap ETF made up 0.29% of Upper Left Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Upper Left Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.