BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares China Large-Cap ETF FXI Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	$64.6K	Buy	1,900 +867	+84%	+$30.2K	0.02%	509
2026 Q2	$32.6K	Buy	1,033 +8	+0.8%	+$285	﹤0.01%	1101
2026 Q1	$36.8K	Hold	1,025	–	–	0.01%	1093
2025 Q4	$39.3K	Buy	1,025 +11	+1%	+$437	0.01%	1104
2025 Q3	$41.7K	Hold	1,014	–	–	0.01%	992
2025 Q2	$37.3K	Buy	+1,014	New	+$35.5K	0.01%	1009
2025 Q1	–	Sell	-10	Closed	-$304	–	2288
2024 Q4	$304	Sell	10 -2,635	-100%	-$83.1K	﹤0.01%	2050
2024 Q3	$84.1K	Buy	+2,645	New	+$69.9K	0.01%	769

Other funds holding FXI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s FXI Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its iShares China Large-Cap ETF (FXI) stake by 84% in Q3 2026, buying an estimated $30.2K and bringing the position to 1,900 shares worth $64.6K. The position accounts for 0.02% of the portfolio, ranked #509.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in FXI in Q3 2024 and has held it in 8 quarters since. The position peaked at $84.1K in Q3 2024. 257 funds tracked by Wall St. Rank hold FXI as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 1,900 shares of iShares China Large-Cap ETF worth $64.6K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 867 iShares China Large-Cap ETF shares in Q3 2026, an estimated $30.2K.
iShares China Large-Cap ETF made up 0.02% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #509 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares China Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s iShares China Large-Cap ETF position peaked at $84.1K in Q3 2024.
257 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.