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Diversified Trust’s iShares US Insurance ETF IAK Stock Holding History

Diversified Trust’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
2025
Q2 		– Sell
-1,600
Closed -$220K – 969
2025
Q1 		$220K Buy
+1,600
New +$209K 0.01% 826

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Diversified Trust's IAK Position: Q2 2025 in Review

Diversified Trust sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 1,600 shares — an estimated $220K sold.

Diversified Trust first reported a position in IAK in Q1 2025 and held it in 1 quarter. The position peaked at $220K in Q1 2025. 176 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

  • Diversified Trust reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • Diversified Trust sold 1,600 iShares US Insurance ETF shares in Q2 2025, an estimated $220K.
  • Diversified Trust first reported a position in iShares US Insurance ETF in Q1 2025 and held it in 1 quarter.
  • Diversified Trust's iShares US Insurance ETF position peaked at $220K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Diversified Trust's 13F filing for Q2 2025, filed 11 Jul 2025.