CAS
AIA icon

Coppell Advisory Solutions’s iShares Asia 50 ETF AIA Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-281
Closed -$19.2K – 372
2024
Q4 		$19.2K Hold
281
– – ﹤0.01% 904
2024
Q3 		$20.8K Hold
281
– – ﹤0.01% 861
2024
Q2 		$18.9K Buy
+281
New +$18K ﹤0.01% 812
2023
Q4 		$16.3K Hold
281
– – ﹤0.01% 806
2023
Q3 		$15.9K Hold
281
– – 0.01% 530
2023
Q2 		$16.7K Buy
+281
New +$16.8K ﹤0.01% 594
2023
Q1 		– Sell
-281
Closed -$15.9K – 226
2022
Q4 		$15.9K Buy
+281
New +$14.9K 0.01% 535
2020
Q4 		$435K Buy
+4,993
New +$399K 0.22% 104

Other funds holding AIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Coppell Advisory Solutions's AIA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Asia 50 ETF (AIA) in Q1 2025, closing a stake of 281 shares — an estimated $19.2K sold.

Coppell Advisory Solutions first reported a position in AIA in Q4 2020 and held it in 8 quarters. The position peaked at $435K in Q4 2020. 73 funds tracked by Wall St. Rank hold AIA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares Asia 50 ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 281 iShares Asia 50 ETF shares in Q1 2025, an estimated $19.2K.
  • Coppell Advisory Solutions first reported a position in iShares Asia 50 ETF in Q4 2020 and held it in 8 quarters.
  • Coppell Advisory Solutions's iShares Asia 50 ETF position peaked at $435K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.