B&D White Capital Company’s iShares Asia 50 ETF AIA Stock Holding History

B&D White Capital Company’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
2024 Q4	–	Sell	-4,736	Closed	-$342K	–	66
2024 Q3	$342K	Sell	4,736 -82	-2%	-$5.51K	0.06%	62
2024 Q2	$323K	Sell	4,818 -78	-2%	-$5.01K	0.07%	36
2024 Q1	$297K	Sell	4,896 -175	-3%	-$10K	0.07%	46
2023 Q4	$294K	Sell	5,071 -61	-1%	-$3.44K	0.09%	45
2023 Q3	$285K	Sell	5,132 -40,658	-89%	-$2.39M	0.11%	50
2023 Q2	$2.73M	Buy	45,790 +910	+2%	+$54.3K	0.94%	21
2023 Q1	$2.78M	Buy	44,880 +40,529	+931%	+$2.5M	0.94%	22
2022 Q4	$247K	Buy	+4,351	New	+$231K	0.06%	70

Other funds holding AIA

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

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

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

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

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

B&D White Capital Company's AIA Position: Q4 2024 in Review

B&D White Capital Company sold out of iShares Asia 50 ETF (AIA) in Q4 2024, closing a stake of 4,736 shares — an estimated $342K sold.

B&D White Capital Company first reported a position in AIA in Q4 2022 and held it in 8 quarters. The position peaked at $2.78M in Q1 2023. 70 funds tracked by Wall St. Rank hold AIA as of Q4 2024.

B&D White Capital Company reported no remaining iShares Asia 50 ETF position as of Q4 2024 after selling out during the quarter.
B&D White Capital Company sold 4,736 iShares Asia 50 ETF shares in Q4 2024, an estimated $342K.
B&D White Capital Company first reported a position in iShares Asia 50 ETF in Q4 2022 and held it in 8 quarters.
B&D White Capital Company's iShares Asia 50 ETF position peaked at $2.78M in Q1 2023.
70 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2024.

Based on B&D White Capital Company's 13F filing for Q4 2024, filed 4 Feb 2025.