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Welch & Forbes’s iShares China Large-Cap ETF FXI Stock Holding History

Welch & Forbes’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 		– Sell
-6,125
Closed -$224K – 399
2021
Q4 		$224K Sell
6,125
-168
-3% -$6.59K ﹤0.01% 370
2021
Q3 		$245K Buy
6,293
+168
+3% +$6.94K ﹤0.01% 359
2021
Q2 		$284K Buy
+6,125
New +$283K ﹤0.01% 355
2018
Q3 		– Sell
-12,140
Closed -$522K – 367
2018
Q2 		$522K Hold
12,140
– – 0.01% 246
2018
Q1 		$573K Hold
12,140
– – 0.01% 239
2017
Q4 		$561K Hold
12,140
– – 0.02% 223
2017
Q3 		$535K Sell
12,140
-50
-0.4% -$2.14K 0.01% 235
2017
Q2 		$484K Hold
12,190
– – 0.01% 246
2017
Q1 		$469K Hold
12,190
– – 0.01% 244
2016
Q4 		$423K Hold
12,190
– – 0.01% 261
2016
Q3 		$463K Sell
12,190
-5,166
-30% -$189K 0.02% 215
2016
Q2 		$594K Sell
17,356
-1,650
-9% -$54.8K 0.02% 229
2016
Q1 		$642K Sell
19,006
-1,148
-6% -$36K 0.02% 225
2015
Q4 		$712K Hold
20,154
– – 0.02% 210
2015
Q3 		$715K Sell
20,154
-11,695
-37% -$455K 0.02% 211
2015
Q2 		$1.47M Sell
31,849
-6,375
-17% -$316K 0.05% 185
2015
Q1 		$1.7M Sell
38,224
-850
-2% -$36.2K 0.05% 177
2014
Q4 		$1.63M Sell
39,074
-4,400
-10% -$174K 0.05% 182
2014
Q3 		$1.66M Sell
43,474
-2,250
-5% -$90.1K 0.05% 181
2014
Q2 		$1.69M Sell
45,724
-4,025
-8% -$146K 0.05% 170
2014
Q1 		$1.78M Sell
49,749
-1,900
-4% -$66.5K 0.06% 171
2013
Q4 		$1.98M Sell
51,649
-800
-2% -$30.5K 0.06% 157
2013
Q3 		$1.95M Sell
52,449
-4,500
-8% -$160K 0.07% 157
2013
Q2 		$1.85M Buy
+56,949
New +$2.05M 0.07% 157

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

Welch & Forbes's FXI Position: Q1 2022 in Review

Welch & Forbes sold out of iShares China Large-Cap ETF (FXI) in Q1 2022, closing a stake of 6,125 shares — an estimated $224K sold.

Welch & Forbes first reported a position in FXI in Q2 2013 and held it in 24 quarters. The position peaked at $1.98M in Q4 2013. 272 funds tracked by Wall St. Rank hold FXI as of Q1 2022.

  • Welch & Forbes reported no remaining iShares China Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Welch & Forbes sold 6,125 iShares China Large-Cap ETF shares in Q1 2022, an estimated $224K.
  • Welch & Forbes first reported a position in iShares China Large-Cap ETF in Q2 2013 and held it in 24 quarters.
  • Welch & Forbes's iShares China Large-Cap ETF position peaked at $1.98M in Q4 2013.
  • 272 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2022.

Based on Welch & Forbes's 13F filing for Q1 2022, filed 25 Apr 2022.