Charter Oak Capital Management’s iShares US Insurance ETF IAK Stock Holding History

Charter Oak Capital Management’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	-11	Closed	-$1K	–	472
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	875
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	925
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	812
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	787
2021 Q2	$1K	Buy	11 +1	+10%	+$79	﹤0.01%	772
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	746
2020 Q4	$1K	Buy	+10	New	+$626	﹤0.01%	702

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

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

Royal Bank of Canada

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

MML Investors Services

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

Bank of America

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

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return

Stifel Financial

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

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