GYL Financial Synergies’s iShares Asia 50 ETF AIA Stock Holding History

GYL Financial Synergies’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
2024 Q3	$3.8M	Sell	52,580 -3,325	-6%	-$223K	0.29%	85
2024 Q2	$3.75M	Sell	55,905 -3,900	-7%	-$250K	0.29%	82
2024 Q1	$3.63M	Sell	59,805 -2,410	-4%	-$138K	0.28%	85
2023 Q4	$3.61M	Sell	62,215 -3,935	-6%	-$222K	0.3%	84
2023 Q3	$3.67M	Sell	66,150 -1,605	-2%	-$94.4K	0.36%	68
2023 Q2	$4.04M	Sell	67,755 -2,275	-3%	-$136K	0.37%	66
2023 Q1	$4.33M	Buy	+70,030	New	+$4.33M	0.52%	50

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

GYL Financial Synergies's AIA Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares Asia 50 ETF (AIA) stake by 5.9% in Q3 2024, selling an estimated $223K and leaving 52,580 shares worth $3.8M. The position accounts for 0.29% of the portfolio, ranked #85.

GYL Financial Synergies first reported a position in AIA in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.33M in Q1 2023. 76 funds tracked by Wall St. Rank hold AIA as of Q3 2024.

GYL Financial Synergies held 52,580 shares of iShares Asia 50 ETF worth $3.8M as of Q3 2024.
GYL Financial Synergies sold 3,325 iShares Asia 50 ETF shares in Q3 2024, an estimated $223K.
iShares Asia 50 ETF made up 0.29% of GYL Financial Synergies's portfolio in Q3 2024, its #85 holding.
GYL Financial Synergies first reported a position in iShares Asia 50 ETF in Q1 2023 and has held it in 7 quarters since.
GYL Financial Synergies's iShares Asia 50 ETF position peaked at $4.33M in Q1 2023.
76 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.