Kore Private Wealth’s iShares Asia 50 ETF AIA Stock Holding History

Kore Private Wealth’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
2022 Q3	$601K	Buy	+12,042	New	+$704K	0.11%	116
2021 Q3	–	Sell	-18,908	Closed	-$1.73M	–	449
2021 Q2	$1.73M	Buy	+18,908	New	+$1.73M	0.19%	91
2020 Q3	–	Sell	-668	Closed	-$43K	–	294
2020 Q2	$43K	Hold	668	–	–	0.01%	488
2020 Q1	$37K	Buy	+668	New	+$41.8K	0.01%	473

Other funds holding AIA

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

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 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

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

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

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

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

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

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

Kore Private Wealth's AIA Position: Q3 2022 in Review

Kore Private Wealth opened a new position in iShares Asia 50 ETF (AIA) in Q3 2022: 12,042 shares worth $601K. The stake represents 0.11% of the portfolio and ranks #116 among its holdings. This is a return to the name: Kore Private Wealth previously reported a position in AIA as recently as Q2 2021.

Kore Private Wealth first reported a position in AIA in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.73M in Q2 2021. 70 funds tracked by Wall St. Rank hold AIA as of Q3 2022.

Kore Private Wealth held 12,042 shares of iShares Asia 50 ETF worth $601K as of Q3 2022.
iShares Asia 50 ETF was a new Kore Private Wealth position in Q3 2022.
iShares Asia 50 ETF made up 0.11% of Kore Private Wealth's portfolio in Q3 2022, its #116 holding.
Kore Private Wealth first reported a position in iShares Asia 50 ETF in Q1 2020 and has held it in 4 quarters since.
Kore Private Wealth's iShares Asia 50 ETF position peaked at $1.73M in Q2 2021.
70 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.