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HCR Wealth Advisors’s iShares Asia 50 ETF AIA Stock Holding History

HCR Wealth Advisors’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
2020
Q2 		– Sell
-800
Closed -$45K – 247
2020
Q1 		$45K Buy
800
+325
+68% +$20.3K 0.01% 177
2019
Q4 		$31K Buy
+475
New +$29.5K 0.01% 188

Other funds holding AIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HCR Wealth Advisors's AIA Position: Q2 2020 in Review

HCR Wealth Advisors sold out of iShares Asia 50 ETF (AIA) in Q2 2020, closing a stake of 800 shares — an estimated $45K sold.

HCR Wealth Advisors first reported a position in AIA in Q4 2019 and held it in 2 quarters. The position peaked at $45K in Q1 2020. 66 funds tracked by Wall St. Rank hold AIA as of Q2 2020.

  • HCR Wealth Advisors reported no remaining iShares Asia 50 ETF position as of Q2 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 800 iShares Asia 50 ETF shares in Q2 2020, an estimated $45K.
  • HCR Wealth Advisors first reported a position in iShares Asia 50 ETF in Q4 2019 and held it in 2 quarters.
  • HCR Wealth Advisors's iShares Asia 50 ETF position peaked at $45K in Q1 2020.
  • 66 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2020.

Based on HCR Wealth Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.