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Arlington Financial Advisors’s Matthews Asia Innovators Active ETF MINV Stock Holding History

Arlington Financial Advisors’s Portfolio MINV Stock Details MINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-784,229
Closed -$18.6M – 61
2023
Q2 		$18.6M Buy
784,229
+33,227
+4% +$790K 6.79% 5
2023
Q1 		$18.6M Buy
751,002
+95,841
+15% +$2.45M 7.16% 5
2022
Q4 		$15.9M Buy
+655,161
New +$15M 6.71% 4

Other funds holding MINV

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arlington Financial Advisors's MINV Position: Q3 2023 in Review

Arlington Financial Advisors sold out of Matthews Asia Innovators Active ETF (MINV) in Q3 2023, closing a stake of 784,229 shares — an estimated $18.6M sold.

Arlington Financial Advisors first reported a position in MINV in Q4 2022 and held it in 3 quarters. The position peaked at $18.6M in Q2 2023. 11 funds tracked by Wall St. Rank hold MINV as of Q3 2023.

  • Arlington Financial Advisors reported no remaining Matthews Asia Innovators Active ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Financial Advisors sold 784,229 Matthews Asia Innovators Active ETF shares in Q3 2023, an estimated $18.6M.
  • Arlington Financial Advisors first reported a position in Matthews Asia Innovators Active ETF in Q4 2022 and held it in 3 quarters.
  • Arlington Financial Advisors's Matthews Asia Innovators Active ETF position peaked at $18.6M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Matthews Asia Innovators Active ETF as of Q3 2023.

Based on Arlington Financial Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.