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

CAPTRUST 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
2022
Q3 		– Sell
-16
Closed -$1K – 2110
2022
Q2 		$1K Hold
16
– – ﹤0.01% 4616
2022
Q1 		$1K Buy
+16
New +$1.18K ﹤0.01% 4644
2019
Q4 		– Sell
-303
Closed -$18K – 1018
2019
Q3 		$18K Hold
303
– – ﹤0.01% 1329
2019
Q2 		$19K Buy
+303
New +$18.4K ﹤0.01% 1286

Other funds holding AIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CAPTRUST Financial Advisors's AIA Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of iShares Asia 50 ETF (AIA) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in AIA in Q2 2019 and held it in 4 quarters. The position peaked at $19K in Q2 2019. 70 funds tracked by Wall St. Rank hold AIA as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining iShares Asia 50 ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 16 iShares Asia 50 ETF shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in iShares Asia 50 ETF in Q2 2019 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's iShares Asia 50 ETF position peaked at $19K in Q2 2019.
  • 70 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.