Brown Brothers Harriman & Co’s iShares US Insurance ETF IAK Stock Holding History

Brown Brothers Harriman & Co’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,762	Closed	-$229K	–	1537
2022 Q2	$229K	Hold	2,762	–	–	﹤0.01%	436
2022 Q1	$252K	Hold	2,762	–	–	﹤0.01%	467
2021 Q4	$231	Hold	2,762	–	–	﹤0.01%	455
2021 Q3	$216	Buy	2,762 +1,886	+215%	+$149K	﹤0.01%	437
2021 Q2	$68	Buy	+876	New	+$69.1K	﹤0.01%	620

Other funds holding IAK

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Brown Brothers Harriman & Co's IAK Position: Q3 2022 in Review

Brown Brothers Harriman & Co sold out of iShares US Insurance ETF (IAK) in Q3 2022, closing a stake of 2,762 shares — an estimated $229K sold.

Brown Brothers Harriman & Co first reported a position in IAK in Q2 2021 and held it in 5 quarters. The position peaked at $252K in Q1 2022. 76 funds tracked by Wall St. Rank hold IAK as of Q3 2022.

Brown Brothers Harriman & Co reported no remaining iShares US Insurance ETF position as of Q3 2022 after selling out during the quarter.
Brown Brothers Harriman & Co sold 2,762 iShares US Insurance ETF shares in Q3 2022, an estimated $229K.
Brown Brothers Harriman & Co first reported a position in iShares US Insurance ETF in Q2 2021 and held it in 5 quarters.
Brown Brothers Harriman & Co's iShares US Insurance ETF position peaked at $252K in Q1 2022.
76 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2022.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2022, filed 14 Nov 2022.