AssetMark Inc
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AssetMark Inc’s iShares Asia 50 ETF AIA Stock Holding History

AssetMark Inc’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
2026
Q3 		$134K Hold
946
– – ﹤0.01% 1570
2026
Q2 		$134K Buy
946
+4
+0.4% +$525 ﹤0.01% 1548
2026
Q1 		$100K Buy
942
+179
+23% +$19.5K ﹤0.01% 1538
2025
Q4 		$74.4K Buy
+763
New +$73.6K ﹤0.01% 1588
2022
Q1 		– Sell
-117
Closed -$9K – 1535
2021
Q4 		$9K Hold
117
– – ﹤0.01% 1167
2021
Q3 		$9K Sell
117
-93
-44% -$7.78K ﹤0.01% 1059
2021
Q2 		$19K Sell
210
-1,554,102
-100% -$142M ﹤0.01% 908
2021
Q1 		$143M Buy
1,554,312
+635,574
+69% +$60.8M 0.74% 36
2020
Q4 		$80.1M Sell
918,738
-24,256
-3% -$1.94M 0.45% 59
2020
Q3 		$67.7M Buy
+942,994
New +$67M 0.44% 65
2018
Q4 		– Sell
-62
Closed -$4K – 1418
2018
Q3 		$4K Hold
62
– – ﹤0.01% 1189
2018
Q2 		$4K Buy
+62
New +$4.13K ﹤0.01% 1183
2017
Q4 		– Sell
-85
Closed -$5K – 1854
2017
Q3 		$5K Buy
+85
New +$5.12K ﹤0.01% 1135
2016
Q1 		– Sell
-202,329
Closed -$8.55M – 1167
2015
Q4 		$8.55M Buy
202,329
+92,087
+84% +$4.1M 0.16% 114
2015
Q3 		$4.58M Sell
110,242
-3,120
-3% -$140K 0.1% 133
2015
Q2 		$5.7M Sell
113,362
-31,362
-22% -$1.65M 0.12% 98
2015
Q1 		$7.23M Buy
144,724
+1,583
+1% +$77.1K 0.15% 87
2014
Q4 		$6.74M Buy
143,141
+35,095
+32% +$1.65M 0.15% 100
2014
Q3 		$5.04M Buy
108,046
+39,419
+57% +$1.96M 0.12% 107
2014
Q2 		$3.31M Buy
+68,627
New +$3.27M 0.07% 131

Other funds holding AIA

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
SFI Advisors
SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
BLVD Private Wealth
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

AssetMark Inc's AIA Position: Q3 2026 in Review

AssetMark Inc held its iShares Asia 50 ETF (AIA) position steady in Q3 2026 at 946 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

AssetMark Inc first reported a position in AIA in Q2 2014 and has held it in 20 quarters since. The position peaked at $143M in Q1 2021. 44 funds tracked by Wall St. Rank hold AIA as of Q3 2026.

  • AssetMark Inc held 946 shares of iShares Asia 50 ETF worth $134K as of Q3 2026.
  • AssetMark Inc left its iShares Asia 50 ETF share count unchanged in Q3 2026.
  • iShares Asia 50 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1570 holding.
  • AssetMark Inc first reported a position in iShares Asia 50 ETF in Q2 2014 and has held it in 20 quarters since.
  • AssetMark Inc's iShares Asia 50 ETF position peaked at $143M in Q1 2021.
  • 44 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.