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Wealthstreet Investment Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Wealthstreet Investment Advisors’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
Q1 		$38K Sell
1,200
-300
-20% -$10.6K 1.02% 26
2021
Q4 		$55K Hold
1,500
– – 1.36% 24
2021
Q3 		$58K Sell
1,500
-2,250
-60% -$93K 1.6% 20
2021
Q2 		$173K Sell
3,750
-36,002
-91% -$1.66M 0.9% 35
2021
Q1 		$1.85M Buy
39,752
+6,630
+20% +$329K 0.18% 121
2020
Q4 		$1.54M Buy
33,122
+5,342
+19% +$244K 0.16% 131
2020
Q3 		$1.17M Buy
27,780
+7,248
+35% +$312K 0.13% 138
2020
Q2 		$815K Buy
20,532
+6,815
+50% +$266K 0.1% 161
2020
Q1 		$515K Buy
13,717
+7,810
+132% +$318K 0.08% 184
2019
Q4 		$258K Buy
+5,907
New +$246K 0.03% 306
2019
Q2 		– Sell
-6,132
Closed -$271K – 346
2019
Q1 		$271K Hold
6,132
– – 0.04% 290
2018
Q4 		$257K Buy
6,132
+1,000
+19% +$40.4K 0.04% 283
2018
Q3 		$220K Sell
5,132
-100
-2% -$4.23K 0.03% 328
2018
Q2 		$225K Buy
5,232
+250
+5% +$11.7K 0.03% 315
2018
Q1 		$235K Buy
4,982
+457
+10% +$22.4K 0.03% 312
2017
Q4 		$209K Buy
+4,525
New +$209K 0.03% 317

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wealthstreet Investment Advisors's FXI Position: Q1 2022 in Review

Wealthstreet Investment Advisors reduced its iShares China Large-Cap ETF (FXI) stake by 20% in Q1 2022, selling an estimated $10.6K and leaving 1,200 shares worth $38K. The position accounts for 1.02% of the portfolio, ranked #26.

Wealthstreet Investment Advisors first reported a position in FXI in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.85M in Q1 2021. 272 funds tracked by Wall St. Rank hold FXI as of Q1 2022.

  • Wealthstreet Investment Advisors held 1,200 shares of iShares China Large-Cap ETF worth $38K as of Q1 2022.
  • Wealthstreet Investment Advisors sold 300 iShares China Large-Cap ETF shares in Q1 2022, an estimated $10.6K.
  • iShares China Large-Cap ETF made up 1.02% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #26 holding.
  • Wealthstreet Investment Advisors first reported a position in iShares China Large-Cap ETF in Q4 2017 and has held it in 16 quarters since.
  • Wealthstreet Investment Advisors's iShares China Large-Cap ETF position peaked at $1.85M in Q1 2021.
  • 272 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.