Green Ridge Wealth Planning LLC Invests $1.55 Million in iShares China Large-Cap ETF $FXI

Green Ridge Wealth Planning LLC purchased a new position in shares of iShares China Large-Cap ETF (NYSEARCA:FXI) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 40,474 shares of the exchange traded fund’s stock, valued at approximately $1,550,000. iShares China Large-Cap ETF comprises about 0.8% of Green Ridge Wealth Planning LLC’s investment portfolio, making the stock its 26th largest position.

Other institutional investors also recently bought and sold shares of the company. Jefferies Financial Group Inc. increased its stake in iShares China Large-Cap ETF by 3.5% during the 3rd quarter. Jefferies Financial Group Inc. now owns 9,138 shares of the exchange traded fund’s stock worth $376,000 after buying an additional 312 shares in the last quarter. Wilmington Savings Fund Society FSB increased its position in shares of iShares China Large-Cap ETF by 7.3% during the third quarter. Wilmington Savings Fund Society FSB now owns 4,724 shares of the exchange traded fund’s stock worth $194,000 after purchasing an additional 321 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in iShares China Large-Cap ETF by 2.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 11,417 shares of the exchange traded fund’s stock valued at $437,000 after purchasing an additional 324 shares in the last quarter. Savvy Advisors Inc. boosted its stake in iShares China Large-Cap ETF by 4.1% during the 4th quarter. Savvy Advisors Inc. now owns 8,784 shares of the exchange traded fund’s stock worth $336,000 after purchasing an additional 346 shares during the last quarter. Finally, Allworth Financial LP grew its holdings in shares of iShares China Large-Cap ETF by 41.3% during the fourth quarter. Allworth Financial LP now owns 1,320 shares of the exchange traded fund’s stock worth $51,000 after buying an additional 386 shares in the last quarter.

iShares China Large-Cap ETF Stock Performance

NYSEARCA:FXI opened at $33.30 on Friday. The company has a market cap of $5.50 billion, a P/E ratio of 10.78 and a beta of 0.30. iShares China Large-Cap ETF has a twelve month low of $33.22 and a twelve month high of $42.00. The company’s 50-day moving average price is $36.04 and its 200-day moving average price is $37.38.

iShares China Large-Cap ETF Profile

iShares China Large-Cap ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE China 25 Index (the Underlying Index). The Fund’s portfolio of sectors include Financials, Telecommunication, Oil & gas, Technology and Consumer goods. The underlying Index is designed to represent the performance of the companies in the Chinese equity market, which are available to the international investors.