Ownership history in EVOKE WEALTH, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in ISHARES CHINA LARGE-CAP ETF (FXI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5,100 | -4,127 | -44.7% | 0.00% | $210K | $40.70 |
| 2022 Q4 | REDUCED | 9,227 | -5,515 | -37.4% | 0.01% | $261K | $26.29 |
| 2022 Q3 | UNCHANGED | 14,742 | — | 0% | 0.02% | $381K | $23.52 |
| 2022 Q2 | ADDED | 14,742 | +7,112 | +93.2% | 0.02% | $500K | $30.85 |
| 2022 Q1 | UNCHANGED | 7,630 | — | 0% | 0.01% | $244K | $28.96 |
| 2021 Q4 | ADDED | 7,630 | +5,080 | +199.2% | 0.01% | $279K | $33.13 |
| 2021 Q3 | ADDED | 2,550 | +2,310 | +962.5% | 0.00% | $99K | $34.87 |
| 2020 Q2 | REDUCED | 240 | -2,862 | -92.3% | 0.00% | $10K | $34.91 |
| 2020 Q1 | ADDED | 3,102 | +522 | +20.2% | 0.02% | $116K | $32.74 |
| 2019 Q3 | INITIATED | 2,580 | — | — | 0.01% | $103K | $34.07 |
As of 2025 Q4 — sorted by position size