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Global Trust Asset Management’s iShares US Insurance ETF IAK Stock Holding History

Global Trust Asset Management’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
2022
Q2 		– Sell
-1,602
Closed -$146K – 440
2022
Q1 		$146K Buy
+1,602
New +$139K 0.06% 202

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Trust Asset Management's IAK Position: Q2 2022 in Review

Global Trust Asset Management sold out of iShares US Insurance ETF (IAK) in Q2 2022, closing a stake of 1,602 shares — an estimated $146K sold.

Global Trust Asset Management first reported a position in IAK in Q1 2022 and held it in 1 quarter. The position peaked at $146K in Q1 2022. 71 funds tracked by Wall St. Rank hold IAK as of Q2 2022.

  • Global Trust Asset Management reported no remaining iShares US Insurance ETF position as of Q2 2022 after selling out during the quarter.
  • Global Trust Asset Management sold 1,602 iShares US Insurance ETF shares in Q2 2022, an estimated $146K.
  • Global Trust Asset Management first reported a position in iShares US Insurance ETF in Q1 2022 and held it in 1 quarter.
  • Global Trust Asset Management's iShares US Insurance ETF position peaked at $146K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2022.

Based on Global Trust Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.