Yoffe Investment Management’s iShares China Large-Cap ETF FXI Stock Holding History

Yoffe Investment 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
2026 Q2	$418K	Buy	13,243 +24	+0.2%	+$856	0.48%	76
2026 Q1	$475K	Hold	13,219	–	–	0.61%	62
2025 Q4	$506K	Buy	13,219 +33	+0.3%	+$1.31K	0.65%	59
2025 Q3	$542K	Hold	13,186	–	–	0.71%	54
2025 Q2	$485K	Buy	13,186 +42	+0.3%	+$1.47K	0.66%	55
2025 Q1	$471K	Hold	13,144	–	–	0.69%	53
2024 Q4	$400K	Buy	+13,144	New	+$414K	0.59%	62

Other funds holding FXI

Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

PSC

Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

AIM

Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Yoffe Investment Management's FXI Position: Q2 2026 in Review

Yoffe Investment Management increased its iShares China Large-Cap ETF (FXI) stake by 0.18% in Q2 2026, buying an estimated $856 and bringing the position to 13,243 shares worth $418K. The position accounts for 0.48% of the portfolio, ranked #76.

Yoffe Investment Management first reported a position in FXI in Q4 2024 and has held it in 7 quarters since. The position peaked at $542K in Q3 2025. 28 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Yoffe Investment Management held 13,243 shares of iShares China Large-Cap ETF worth $418K as of Q2 2026.
Yoffe Investment Management bought 24 iShares China Large-Cap ETF shares in Q2 2026, an estimated $856.
iShares China Large-Cap ETF made up 0.48% of Yoffe Investment Management's portfolio in Q2 2026, its #76 holding.
Yoffe Investment Management first reported a position in iShares China Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Yoffe Investment Management's iShares China Large-Cap ETF position peaked at $542K in Q3 2025.
28 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.