Financial Architects (New Jersey)’s iShares US Insurance ETF IAK Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-122	Closed	-$7K	–	478
2020 Q2	$7K	Hold	122	–	–	﹤0.01%	688
2020 Q1	$6K	Hold	122	–	–	﹤0.01%	683
2019 Q4	$9K	Hold	122	–	–	﹤0.01%	689
2019 Q3	$9K	Hold	122	–	–	﹤0.01%	740
2019 Q2	$9K	Buy	+122	New	+$8.3K	﹤0.01%	904

Other funds holding IAK

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

Financial Architects (New Jersey)'s IAK Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares US Insurance ETF (IAK) in Q3 2020, closing a stake of 122 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in IAK in Q2 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 35 funds tracked by Wall St. Rank hold IAK as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares US Insurance ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 122 iShares US Insurance ETF shares in Q3 2020, an estimated $7K.
Financial Architects (New Jersey) first reported a position in iShares US Insurance ETF in Q2 2019 and held it in 5 quarters.
Financial Architects (New Jersey)'s iShares US Insurance ETF position peaked at $9K in Q4 2019.
35 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.