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Wealthspire Advisors (New York)’s iShares China Large-Cap ETF FXI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-3,184
Closed -$131K – 1740
2025
Q3 		$131K Buy
+3,184
New +$123K ﹤0.01% 925

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s FXI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares China Large-Cap ETF (FXI) in Q4 2025, closing a stake of 3,184 shares — an estimated $131K sold.

Wealthspire Advisors (New York) first reported a position in FXI in Q3 2025 and held it in 1 quarter. The position peaked at $131K in Q3 2025. 381 funds tracked by Wall St. Rank hold FXI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares China Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,184 iShares China Large-Cap ETF shares in Q4 2025, an estimated $131K.
  • Wealthspire Advisors (New York) first reported a position in iShares China Large-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares China Large-Cap ETF position peaked at $131K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.