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Fulcrum Equity Management’s iShares Asia 50 ETF AIA Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-9,003
Closed -$830K – 181
2021
Q1 		$830K Buy
+9,003
New +$861K 0.33% 80

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AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fulcrum Equity Management's AIA Position: Q2 2021 in Review

Fulcrum Equity Management sold out of iShares Asia 50 ETF (AIA) in Q2 2021, closing a stake of 9,003 shares — an estimated $830K sold.

Fulcrum Equity Management first reported a position in AIA in Q1 2021 and held it in 1 quarter. The position peaked at $830K in Q1 2021. 117 funds tracked by Wall St. Rank hold AIA as of Q2 2021.

  • Fulcrum Equity Management reported no remaining iShares Asia 50 ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 9,003 iShares Asia 50 ETF shares in Q2 2021, an estimated $830K.
  • Fulcrum Equity Management first reported a position in iShares Asia 50 ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's iShares Asia 50 ETF position peaked at $830K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.