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

Activest 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
2025 Q1	–	Sell	-180	Closed	-$13K	–	1053
2024 Q4	$12.2K	Sell	180 -310	-63%	-$22.1K	﹤0.01%	301
2024 Q3	$35.4K	Buy	+490	New	+$32.9K	0.01%	203
2024 Q1	–	Sell	-1,263	Closed	-$72.3K	–	373
2023 Q4	$73.2K	Buy	+1,263	New	+$71.3K	0.04%	74
2022 Q3	–	Sell	-349	Closed	-$22K	–	437
2022 Q2	$22K	Hold	349	–	–	0.02%	144
2022 Q1	$24K	Sell	349 -18,327	-98%	-$1.35M	0.02%	147
2021 Q4	$1.43M	Buy	18,676 +18,327	+5,251%	+$1.45M	0.88%	16
2021 Q3	$27K	Hold	349	–	–	0.02%	149
2021 Q2	$32K	Hold	349	–	–	0.02%	122
2021 Q1	$32K	Buy	+349	New	+$33.4K	0.03%	124

Other funds holding AIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Activest Wealth Management's AIA Position: Q1 2025 in Review

Activest Wealth Management sold out of iShares Asia 50 ETF (AIA) in Q1 2025, closing a stake of 180 shares — an estimated $13K sold.

Activest Wealth Management first reported a position in AIA in Q1 2021 and held it in 9 quarters. The position peaked at $1.43M in Q4 2021. 73 funds tracked by Wall St. Rank hold AIA as of Q1 2025.

Activest Wealth Management reported no remaining iShares Asia 50 ETF position as of Q1 2025 after selling out during the quarter.
Activest Wealth Management sold 180 iShares Asia 50 ETF shares in Q1 2025, an estimated $13K.
Activest Wealth Management first reported a position in iShares Asia 50 ETF in Q1 2021 and held it in 9 quarters.
Activest Wealth Management's iShares Asia 50 ETF position peaked at $1.43M in Q4 2021.
73 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2025.

Based on Activest Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.