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Empowered Funds’s iShares US Insurance ETF IAK Stock Holding History

Empowered Funds’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
Q2 		– Sell
-140,591
Closed -$12.8M – 296
2022
Q1 		$12.8M Buy
+140,591
New +$12.2M 1.4% 9

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Empowered Funds's IAK Position: Q2 2022 in Review

Empowered Funds sold out of iShares US Insurance ETF (IAK) in Q2 2022, closing a stake of 140,591 shares — an estimated $12.8M sold.

Empowered Funds first reported a position in IAK in Q1 2022 and held it in 1 quarter. The position peaked at $12.8M in Q1 2022. 71 funds tracked by Wall St. Rank hold IAK as of Q2 2022.

  • Empowered Funds reported no remaining iShares US Insurance ETF position as of Q2 2022 after selling out during the quarter.
  • Empowered Funds sold 140,591 iShares US Insurance ETF shares in Q2 2022, an estimated $12.8M.
  • Empowered Funds first reported a position in iShares US Insurance ETF in Q1 2022 and held it in 1 quarter.
  • Empowered Funds's iShares US Insurance ETF position peaked at $12.8M in Q1 2022.
  • 71 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2022.

Based on Empowered Funds's 13F filing for Q2 2022, filed 1 Aug 2022.