WWM
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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 – 693
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

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Bank of America
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Goldman Sachs
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AL
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Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return