Heritage Wealth Management (Arizona)’s iShares Asia 50 ETF AIA Stock Holding History

Heritage Wealth Management (Arizona)’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	$1.25K	Buy	22 +11	+100%	+$584	﹤0.01%	1012
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	916
2022 Q2	$690	Hold	11	–	–	﹤0.01%	938
2022 Q1	$1K	Buy	+11	New	+$810	﹤0.01%	927
2021 Q3	$1K	Sell	11 -94	-90%	-$7.86K	﹤0.01%	841
2021 Q2	$10K	Hold	105	–	–	﹤0.01%	650
2021 Q1	$10K	Buy	+105	New	+$10K	0.01%	572

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

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 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

Heritage Wealth Management (Arizona)'s AIA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Asia 50 ETF (AIA) stake by 100% in Q4 2022, buying an estimated $584 and bringing the position to 22 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Heritage Wealth Management (Arizona) first reported a position in AIA in Q1 2021 and has held it in 7 quarters since. The position peaked at $10K in Q2 2021. 75 funds tracked by Wall St. Rank hold AIA as of Q4 2022.

Heritage Wealth Management (Arizona) held 22 shares of iShares Asia 50 ETF worth $1.25K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 11 iShares Asia 50 ETF shares in Q4 2022, an estimated $584.
iShares Asia 50 ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1012 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Asia 50 ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares Asia 50 ETF position peaked at $10K in Q2 2021.
75 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.