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

Williams Jones 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
-8,494
Closed -$270K – 512
2024
Q3 		$270K Buy
+8,494
New +$225K ﹤0.01% 442

Other funds holding FXI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Williams Jones Wealth Management's FXI Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q4 2024, closing a stake of 8,494 shares — an estimated $270K sold.

Williams Jones Wealth Management first reported a position in FXI in Q3 2024 and held it in 1 quarter. The position peaked at $270K in Q3 2024. 315 funds tracked by Wall St. Rank hold FXI as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 8,494 iShares China Large-Cap ETF shares in Q4 2024, an estimated $270K.
  • Williams Jones Wealth Management first reported a position in iShares China Large-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Williams Jones Wealth Management's iShares China Large-Cap ETF position peaked at $270K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.