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Wealthfront’s iShares China Large-Cap ETF FXI Stock Holding History

Wealthfront’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
2017
Q4 		– Sell
-7,612
Closed -$335K – 510
2017
Q3 		$335K Buy
+7,612
New +$326K ﹤0.01% 399
2015
Q1 		– Sell
-600
Closed -$25K – 1217
2014
Q4 		$25K Buy
+600
New +$23.7K ﹤0.01% 537

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthfront's FXI Position: Q4 2017 in Review

Wealthfront sold out of iShares China Large-Cap ETF (FXI) in Q4 2017, closing a stake of 7,612 shares — an estimated $335K sold.

Wealthfront first reported a position in FXI in Q4 2014 and held it in 2 quarters. The position peaked at $335K in Q3 2017. 265 funds tracked by Wall St. Rank hold FXI as of Q4 2017.

  • Wealthfront reported no remaining iShares China Large-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Wealthfront sold 7,612 iShares China Large-Cap ETF shares in Q4 2017, an estimated $335K.
  • Wealthfront first reported a position in iShares China Large-Cap ETF in Q4 2014 and held it in 2 quarters.
  • Wealthfront's iShares China Large-Cap ETF position peaked at $335K in Q3 2017.
  • 265 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2017.

Based on Wealthfront's 13F filing for Q4 2017, filed 9 Feb 2018.