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Wagner Wealth Management (South Carolina)’s iShares China Large-Cap ETF FXI Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q3 		– Sell
-300
Closed -$10K – 718
2022
Q2 		$10K Buy
+300
New +$9.4K 0.01% 439

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FXI Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares China Large-Cap ETF (FXI) in Q3 2022, closing a stake of 300 shares — an estimated $10K sold.

Wagner Wealth Management (South Carolina) first reported a position in FXI in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 244 funds tracked by Wall St. Rank hold FXI as of Q3 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining iShares China Large-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 300 iShares China Large-Cap ETF shares in Q3 2022, an estimated $10K.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares China Large-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s iShares China Large-Cap ETF position peaked at $10K in Q2 2022.
  • 244 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.