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Allworth Financial’s iShares MSCI Saudi Arabia ETF KSA Stock Holding History

Allworth Financial’s Portfolio KSA Stock Details KSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50
Closed -$1.94K – 3550
2023
Q3 		$1.94K Sell
50
-119
-70% -$4.85K ﹤0.01% 2555
2023
Q2 		$6.97K Buy
169
+1
+0.6% +$41 ﹤0.01% 1977
2023
Q1 		$6.51K Buy
+168
New +$6.37K ﹤0.01% 1941

Other funds holding KSA

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
MC
Martin Currie Edinburgh, United Kingdom $2.61B AUM 29.41% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return

Allworth Financial's KSA Position: Q4 2023 in Review

Allworth Financial sold out of iShares MSCI Saudi Arabia ETF (KSA) in Q4 2023, closing a stake of 50 shares — an estimated $1.94K sold.

Allworth Financial first reported a position in KSA in Q1 2023 and held it in 3 quarters. The position peaked at $6.97K in Q2 2023. 107 funds tracked by Wall St. Rank hold KSA as of Q4 2023.

  • Allworth Financial reported no remaining iShares MSCI Saudi Arabia ETF position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 50 iShares MSCI Saudi Arabia ETF shares in Q4 2023, an estimated $1.94K.
  • Allworth Financial first reported a position in iShares MSCI Saudi Arabia ETF in Q1 2023 and held it in 3 quarters.
  • Allworth Financial's iShares MSCI Saudi Arabia ETF position peaked at $6.97K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held iShares MSCI Saudi Arabia ETF as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.