AWM
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Accurate Wealth Management’s iShares Asia 50 ETF AIA Stock Holding History

Accurate Wealth Management’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$506 – 276
2022
Q4 		$506 Buy
+8
New +$425 ﹤0.01% 1479

Other funds holding AIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Accurate Wealth Management's AIA Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares Asia 50 ETF (AIA) in Q1 2023, closing a stake of 8 shares — an estimated $506 sold.

Accurate Wealth Management first reported a position in AIA in Q4 2022 and held it in 1 quarter. The position peaked at $506 in Q4 2022. 77 funds tracked by Wall St. Rank hold AIA as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares Asia 50 ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 8 iShares Asia 50 ETF shares in Q1 2023, an estimated $506.
  • Accurate Wealth Management first reported a position in iShares Asia 50 ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares Asia 50 ETF position peaked at $506 in Q4 2022.
  • 77 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.