Evolution Wealth Advisors’s iShares Asia 50 ETF AIA Stock Holding History

Evolution Wealth 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	-5,278	Closed	-$331K	–	111
2022 Q2	$331K	Sell	5,278 -13,082	-71%	-$839K	0.08%	82
2022 Q1	$1.26M	Sell	18,360 -9,340	-34%	-$688K	0.26%	48
2021 Q4	$2.12K	Buy	27,700 +27,270	+6,342%	+$2.15M	0.32%	38
2021 Q3	$34K	Hold	430	–	–	0.01%	251
2021 Q2	$39K	Hold	430	–	–	0.01%	228
2021 Q1	$40K	Hold	430	–	–	0.01%	216
2020 Q4	$37K	Hold	430	–	–	0.01%	203
2020 Q3	$31K	Buy	+430	New	+$30.5K	0.01%	225

Other funds holding AIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Evolution Wealth Advisors's AIA Position: Q3 2022 in Review

Evolution Wealth Advisors sold out of iShares Asia 50 ETF (AIA) in Q3 2022, closing a stake of 5,278 shares — an estimated $331K sold.

Evolution Wealth Advisors first reported a position in AIA in Q3 2020 and held it in 8 quarters. The position peaked at $1.26M in Q1 2022. 70 funds tracked by Wall St. Rank hold AIA as of Q3 2022.

Evolution Wealth Advisors reported no remaining iShares Asia 50 ETF position as of Q3 2022 after selling out during the quarter.
Evolution Wealth Advisors sold 5,278 iShares Asia 50 ETF shares in Q3 2022, an estimated $331K.
Evolution Wealth Advisors first reported a position in iShares Asia 50 ETF in Q3 2020 and held it in 8 quarters.
Evolution Wealth Advisors's iShares Asia 50 ETF position peaked at $1.26M in Q1 2022.
70 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2022.

Based on Evolution Wealth Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.