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

Ameliora 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
2022 Q3	–	Sell	-6,300	Closed	-$395K	–	226
2022 Q2	$395K	Hold	6,300	–	–	0.47%	27
2022 Q1	$397K	Hold	6,300	–	–	0.26%	31
2021 Q4	$439K	Buy	+6,300	New	+$498K	0.4%	27

Other funds holding AIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameliora Wealth Management's AIA Position: Q3 2022 in Review

Ameliora Wealth Management sold out of iShares Asia 50 ETF (AIA) in Q3 2022, closing a stake of 6,300 shares — an estimated $395K sold.

Ameliora Wealth Management first reported a position in AIA in Q4 2021 and held it in 3 quarters. The position peaked at $439K in Q4 2021. 70 funds tracked by Wall St. Rank hold AIA as of Q3 2022.

Ameliora Wealth Management reported no remaining iShares Asia 50 ETF position as of Q3 2022 after selling out during the quarter.
Ameliora Wealth Management sold 6,300 iShares Asia 50 ETF shares in Q3 2022, an estimated $395K.
Ameliora Wealth Management first reported a position in iShares Asia 50 ETF in Q4 2021 and held it in 3 quarters.
Ameliora Wealth Management's iShares Asia 50 ETF position peaked at $439K in Q4 2021.
70 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2022.

Based on Ameliora Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.