Kalos Management’s iShares Asia 50 ETF AIA Stock Holding History

Kalos 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
2023 Q2	–	Sell	-51	Closed	-$3.16K	–	138
2023 Q1	$3.16K	Buy	+51	New	+$3.15K	0.01%	306

Other funds holding AIA

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

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 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

GFS

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kalos Management's AIA Position: Q2 2023 in Review

Kalos Management sold out of iShares Asia 50 ETF (AIA) in Q2 2023, closing a stake of 51 shares — an estimated $3.16K sold.

Kalos Management first reported a position in AIA in Q1 2023 and held it in 1 quarter. The position peaked at $3.16K in Q1 2023. 76 funds tracked by Wall St. Rank hold AIA as of Q2 2023.

Kalos Management reported no remaining iShares Asia 50 ETF position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 51 iShares Asia 50 ETF shares in Q2 2023, an estimated $3.16K.
Kalos Management first reported a position in iShares Asia 50 ETF in Q1 2023 and held it in 1 quarter.
Kalos Management's iShares Asia 50 ETF position peaked at $3.16K in Q1 2023.
76 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.