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

WealthOne’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
2019 Q1	–	Sell	-50	Closed	-$2K	–	243
2018 Q4	$2K	Buy	+50	New	+$2.02K	﹤0.01%	559

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

CHP

Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return

WealthOne's FXI Position: Q1 2019 in Review

WealthOne sold out of iShares China Large-Cap ETF (FXI) in Q1 2019, closing a stake of 50 shares — an estimated $2K sold.

WealthOne first reported a position in FXI in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 328 funds tracked by Wall St. Rank hold FXI as of Q1 2019.

WealthOne reported no remaining iShares China Large-Cap ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 50 iShares China Large-Cap ETF shares in Q1 2019, an estimated $2K.
WealthOne first reported a position in iShares China Large-Cap ETF in Q4 2018 and held it in 1 quarter.
WealthOne's iShares China Large-Cap ETF position peaked at $2K in Q4 2018.
328 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.