Financial Partners Capital Management’s iShares Asia 50 ETF AIA Stock Holding History

Financial Partners Capital Management’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 Q4	$4.17M	Sell	73,509 -18,501	-20%	-$983K	0.93%	34
2022 Q3	$4.59M	Buy	92,010 +190	+0.2%	+$11.1K	1.09%	31
2022 Q2	$5.76M	Buy	91,820 +8,753	+11%	+$561K	1.24%	27
2022 Q1	$5.7M	Buy	83,067 +3,019	+4%	+$222K	1.06%	34
2021 Q4	$6.13M	Sell	80,048 -282	-0.4%	-$22.3K	1.09%	32
2021 Q3	$6.28M	Sell	80,330 -585	-0.7%	-$48.9K	1.15%	32
2021 Q2	$7.42M	Buy	80,915 +1,207	+2%	+$111K	1.36%	28
2021 Q1	$7.35M	Buy	79,708 +780	+1%	+$74.6K	1.49%	27
2020 Q4	$6.88M	Buy	78,928 +5,980	+8%	+$478K	1.57%	26
2020 Q3	$5.24M	Buy	72,948 +1,870	+3%	+$133K	1.39%	29
2020 Q2	$4.61M	Buy	+71,078	New	+$4.29M	1.33%	32

Other funds holding AIA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

ULWM

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

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Financial Partners Capital Management's AIA Position: Q4 2022 in Review

Financial Partners Capital Management reduced its iShares Asia 50 ETF (AIA) stake by 20% in Q4 2022, selling an estimated $983K and leaving 73,509 shares worth $4.17M. The position accounts for 0.93% of the portfolio, ranked #34.

Financial Partners Capital Management first reported a position in AIA in Q2 2020 and has held it in 11 quarters since. The position peaked at $7.42M in Q2 2021. 75 funds tracked by Wall St. Rank hold AIA as of Q4 2022.

Financial Partners Capital Management held 73,509 shares of iShares Asia 50 ETF worth $4.17M as of Q4 2022.
Financial Partners Capital Management sold 18,501 iShares Asia 50 ETF shares in Q4 2022, an estimated $983K.
iShares Asia 50 ETF made up 0.93% of Financial Partners Capital Management's portfolio in Q4 2022, its #34 holding.
Financial Partners Capital Management first reported a position in iShares Asia 50 ETF in Q2 2020 and has held it in 11 quarters since.
Financial Partners Capital Management's iShares Asia 50 ETF position peaked at $7.42M in Q2 2021.
75 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.