Institute for Wealth Management’s iShares Asia 50 ETF AIA Stock Holding History

Institute for Wealth Management’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
2018 Q3	–	Sell	-12,935	Closed	-$809K	–	205
2018 Q2	$809K	Sell	12,935 -748	-5%	-$49.8K	0.26%	126
2018 Q1	$923K	Sell	13,683 -15,660	-53%	-$1.08M	0.27%	136
2017 Q4	$2.03M	Buy	29,343 +13,102	+81%	+$851K	0.47%	52
2017 Q3	$997K	Sell	16,241 -1,252	-7%	-$75.3K	0.32%	102
2017 Q2	$1M	Buy	+17,493	New	+$966K	0.28%	114

Other funds holding AIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TWM

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

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

Institute for Wealth Management's AIA Position: Q3 2018 in Review

Institute for Wealth Management sold out of iShares Asia 50 ETF (AIA) in Q3 2018, closing a stake of 12,935 shares — an estimated $809K sold.

Institute for Wealth Management first reported a position in AIA in Q2 2017 and held it in 5 quarters. The position peaked at $2.03M in Q4 2017. 55 funds tracked by Wall St. Rank hold AIA as of Q3 2018.

Institute for Wealth Management reported no remaining iShares Asia 50 ETF position as of Q3 2018 after selling out during the quarter.
Institute for Wealth Management sold 12,935 iShares Asia 50 ETF shares in Q3 2018, an estimated $809K.
Institute for Wealth Management first reported a position in iShares Asia 50 ETF in Q2 2017 and held it in 5 quarters.
Institute for Wealth Management's iShares Asia 50 ETF position peaked at $2.03M in Q4 2017.
55 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2018.

Based on Institute for Wealth Management's 13F filing for Q3 2018, filed 29 Oct 2018.