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iShares FTSE/Xinhua China 25 Index shares owned by Centric Wealth Management

Quarter-by-quarter ownership of iShares FTSE/Xinhua China 25 Index (FXI) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in iShares FTSE/Xinhua China 25 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE/Xinhua China 25 Index held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE/Xinhua China 25 Index by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 6.3k 39.71
2025-06-30 $239k 6.3k 37.67
2025-03-31 $228k 6.3k 35.84
2024-09-30 $238k 7.5k 31.68
2024-03-31 $247k 9.7k 25.49

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding iShares FTSE/Xinhua China 25 Index

Goldman Sachs Group
UBS Group
Barclays
Citadel Advisors
Jane Street
Morgan Stanley
Susquehanna International
Tudor Investment Corporation
Millennium Management
BlackRock
Rafferty Asset Management
Jain Global
Wells Fargo & Company
Nomura Holdings
Squarepoint Ops

View all funds holding iShares FTSE/Xinhua China 25 Index