EWG Elevate’s iShares Asia 50 ETF AIA Stock Holding History

EWG Elevate’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 Q3	$4.93M	Buy	52,163 +4,663	+10%	+$402K	1.54%	21
2025 Q2	$3.85M	Buy	+47,500	New	+$3.51M	1.19%	25
2023 Q4	–	Sell	-89,366	Closed	-$4.96M	–	108
2023 Q3	$4.96M	Sell	89,366 -4,145	-4%	-$244K	2.24%	14
2023 Q2	$5.57M	Buy	93,511 +5,885	+7%	+$351K	2.3%	18
2023 Q1	$5.42M	Buy	87,626 +87,108	+16,816%	+$5.38M	2.31%	17
2022 Q4	$29.4K	Buy	+518	New	+$27.5K	0.01%	224
2020 Q4	–	Sell	-50,155	Closed	-$3.6M	–	71
2020 Q3	$3.6M	Buy	+50,155	New	+$3.56M	2.1%	23

Other funds holding AIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

EWG Elevate's AIA Position: Q3 2025 in Review

EWG Elevate increased its iShares Asia 50 ETF (AIA) stake by 9.8% in Q3 2025, buying an estimated $402K and bringing the position to 52,163 shares worth $4.93M. The position accounts for 1.54% of the portfolio, ranked #21.

EWG Elevate first reported a position in AIA in Q3 2020 and has held it in 7 quarters since. The position peaked at $5.57M in Q2 2023. 89 funds tracked by Wall St. Rank hold AIA as of Q3 2025.

EWG Elevate held 52,163 shares of iShares Asia 50 ETF worth $4.93M as of Q3 2025.
EWG Elevate bought 4,663 iShares Asia 50 ETF shares in Q3 2025, an estimated $402K.
iShares Asia 50 ETF made up 1.54% of EWG Elevate's portfolio in Q3 2025, its #21 holding.
EWG Elevate first reported a position in iShares Asia 50 ETF in Q3 2020 and has held it in 7 quarters since.
EWG Elevate's iShares Asia 50 ETF position peaked at $5.57M in Q2 2023.
89 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.