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

Whalen 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
2025
Q1 		– Sell
-18,538
Closed -$564K – 141
2024
Q4 		$564K Buy
+18,538
New +$584K 0.39% 52

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
CLGM
Capitolis Liquid Global Markets New York $23B AUM 48.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Whalen Wealth Management's FXI Position: Q1 2025 in Review

Whalen Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2025, closing a stake of 18,538 shares — an estimated $564K sold.

Whalen Wealth Management first reported a position in FXI in Q4 2024 and held it in 1 quarter. The position peaked at $564K in Q4 2024. 371 funds tracked by Wall St. Rank hold FXI as of Q1 2025.

  • Whalen Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 18,538 iShares China Large-Cap ETF shares in Q1 2025, an estimated $564K.
  • Whalen Wealth Management first reported a position in iShares China Large-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Whalen Wealth Management's iShares China Large-Cap ETF position peaked at $564K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.