Western Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Western Wealth Management’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
2024 Q4	–	Sell	-22,735	Closed	-$723K	–	771
2024 Q3	$723K	Buy	+22,735	New	+$601K	0.04%	363
2022 Q4	–	Sell	-12,730	Closed	-$330K	–	667
2022 Q3	$330K	Sell	12,730 -4,382	-26%	-$131K	0.02%	602
2022 Q2	$583K	Sell	17,112 -2,779	-14%	-$87.1K	0.03%	433
2022 Q1	$636K	Buy	19,891 +13,090	+192%	+$462K	0.03%	455
2021 Q4	$250K	Buy	+6,801	New	+$267K	0.02%	518
2021 Q2	$647K	Sell	14,031 -7,655	-35%	-$353K	0.07%	302
2021 Q1	$1.01M	Sell	21,686 -629	-3%	-$31.2K	0.14%	160
2020 Q4	$1.04M	Buy	+22,315	New	+$1.02M	0.15%	154

Other funds holding FXI

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Western Wealth Management's FXI Position: Q4 2024 in Review

Western Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q4 2024, closing a stake of 22,735 shares — an estimated $723K sold.

Western Wealth Management first reported a position in FXI in Q4 2020 and held it in 8 quarters. The position peaked at $1.04M in Q4 2020. 315 funds tracked by Wall St. Rank hold FXI as of Q4 2024.

Western Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 22,735 iShares China Large-Cap ETF shares in Q4 2024, an estimated $723K.
Western Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2020 and held it in 8 quarters.
Western Wealth Management's iShares China Large-Cap ETF position peaked at $1.04M in Q4 2020.
315 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.