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

Green Ridge Wealth Planning LLC purchased a new stake in shares of iShares China Large-Cap ETF (NYSEARCA:FXI) during the 4th quarter, according to its most recent Form 13F filing with the SEC. 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 accounts for about 0.8% of Green Ridge Wealth Planning LLC’s holdings, making the stock its 26th biggest holding.

Several other large investors also recently modified their holdings of the company. Clearstead Advisors LLC purchased a new stake in iShares China Large-Cap ETF in the 4th quarter worth $25,000. Van Den Berg Management I Inc. purchased a new position in shares of iShares China Large-Cap ETF during the fourth quarter valued at about $27,000. International Assets Investment Management LLC bought a new stake in shares of iShares China Large-Cap ETF in the fourth quarter worth about $32,000. Steward Partners Investment Advisory LLC increased its holdings in shares of iShares China Large-Cap ETF by 333.5% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 971 shares of the exchange traded fund’s stock worth $37,000 after purchasing an additional 747 shares during the last quarter. Finally, Banque Cantonale Vaudoise purchased a new stake in shares of iShares China Large-Cap ETF in the third quarter worth about $44,000.

iShares China Large-Cap ETF Stock Performance

Shares of NYSEARCA:FXI opened at $33.30 on Friday. The firm’s 50 day simple moving average is $36.04 and its 200-day simple moving average is $37.38. iShares China Large-Cap ETF has a one year low of $33.22 and a one year high of $42.00. The firm has a market cap of $5.50 billion, a PE ratio of 10.78 and a beta of 0.30.

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.