Beaumont Financial Advisors’s iShares Asia 50 ETF AIA Stock Holding History

Beaumont Financial Advisors’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
2021 Q2	–	Sell	-3,575	Closed	-$329K	–	367
2021 Q1	$329K	Buy	3,575 +352	+11%	+$33.7K	0.03%	255
2020 Q4	$281K	Buy	+3,223	New	+$257K	0.02%	280
2020 Q3	–	Sell	-22,237	Closed	-$1.44M	–	310
2020 Q2	$1.44M	Buy	+22,237	New	+$1.34M	0.15%	109

Other funds holding AIA

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

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

OMC

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

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

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

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

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

Beaumont Financial Advisors's AIA Position: Q2 2021 in Review

Beaumont Financial Advisors sold out of iShares Asia 50 ETF (AIA) in Q2 2021, closing a stake of 3,575 shares — an estimated $329K sold.

Beaumont Financial Advisors first reported a position in AIA in Q2 2020 and held it in 3 quarters. The position peaked at $1.44M in Q2 2020. 117 funds tracked by Wall St. Rank hold AIA as of Q2 2021.

Beaumont Financial Advisors reported no remaining iShares Asia 50 ETF position as of Q2 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 3,575 iShares Asia 50 ETF shares in Q2 2021, an estimated $329K.
Beaumont Financial Advisors first reported a position in iShares Asia 50 ETF in Q2 2020 and held it in 3 quarters.
Beaumont Financial Advisors's iShares Asia 50 ETF position peaked at $1.44M in Q2 2020.
117 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2021.

Based on Beaumont Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.