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

Kingsview 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
2024
Q4 		– Sell
-47,275
Closed -$3.42M – 1102
2024
Q3 		$3.42M Buy
+47,275
New +$3.17M 0.07% 249

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Wells Fargo
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
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

Kingsview Wealth Management's AIA Position: Q4 2024 in Review

Kingsview Wealth Management sold out of iShares Asia 50 ETF (AIA) in Q4 2024, closing a stake of 47,275 shares — an estimated $3.42M sold.

Kingsview Wealth Management first reported a position in AIA in Q3 2024 and held it in 1 quarter. The position peaked at $3.42M in Q3 2024. 70 funds tracked by Wall St. Rank hold AIA as of Q4 2024.

  • Kingsview Wealth Management reported no remaining iShares Asia 50 ETF position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 47,275 iShares Asia 50 ETF shares in Q4 2024, an estimated $3.42M.
  • Kingsview Wealth Management first reported a position in iShares Asia 50 ETF in Q3 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's iShares Asia 50 ETF position peaked at $3.42M in Q3 2024.
  • 70 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.