Independence Trust’s iShares Asia 50 ETF AIA Stock Holding History

Independence Trust’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
2017 Q4	$237K	Hold	3,593	–	–	0.26%	64
2017 Q3	$220K	Hold	3,593	–	–	0.25%	69
2017 Q2	$205K	Buy	+3,593	New	+$198K	0.24%	74

Other funds holding AIA

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

TWM

Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

Independence Trust's AIA Position: Q4 2017 in Review

Independence Trust held its iShares Asia 50 ETF (AIA) position steady in Q4 2017 at 3,593 shares worth $237K. The position accounts for 0.26% of the portfolio, ranked #64.

Independence Trust first reported a position in AIA in Q2 2017 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold AIA as of Q4 2017.

Independence Trust held 3,593 shares of iShares Asia 50 ETF worth $237K as of Q4 2017.
Independence Trust left its iShares Asia 50 ETF share count unchanged in Q4 2017.
iShares Asia 50 ETF made up 0.26% of Independence Trust's portfolio in Q4 2017, its #64 holding.
Independence Trust first reported a position in iShares Asia 50 ETF in Q2 2017 and has held it in 3 quarters since.
54 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.