Kiely Wealth Advisory Group’s iShares Asia 50 ETF AIA Stock Holding History

Kiely Wealth Advisory Group’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
2024 Q4	$53.1K	Hold	730	–	–	0.03%	118
2024 Q3	$50.9K	Hold	730	–	–	0.03%	119
2024 Q2	$47K	Hold	730	–	–	0.03%	109
2024 Q1	$45.2K	Hold	730	–	–	0.03%	105
2023 Q4	$40.8K	Buy	+730	New	+$41.2K	0.02%	107

Other funds holding AIA

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Kiely Wealth Advisory Group's AIA Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Asia 50 ETF (AIA) position steady in Q4 2024 at 730 shares worth $53.1K. The position accounts for 0.03% of the portfolio, ranked #118.

Kiely Wealth Advisory Group first reported a position in AIA in Q4 2023 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold AIA as of Q4 2024.

Kiely Wealth Advisory Group held 730 shares of iShares Asia 50 ETF worth $53.1K as of Q4 2024.
Kiely Wealth Advisory Group left its iShares Asia 50 ETF share count unchanged in Q4 2024.
iShares Asia 50 ETF made up 0.03% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #118 holding.
Kiely Wealth Advisory Group first reported a position in iShares Asia 50 ETF in Q4 2023 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.