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Laffer Tengler Investments’s iShares US Insurance ETF IAK Stock Holding History

Laffer Tengler Investments’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-341
Closed -$29.2K – 397
2023
Q1 		$29.2K Buy
+341
New +$31K 0.01% 355

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Laffer Tengler Investments's IAK Position: Q2 2023 in Review

Laffer Tengler Investments sold out of iShares US Insurance ETF (IAK) in Q2 2023, closing a stake of 341 shares — an estimated $29.2K sold.

Laffer Tengler Investments first reported a position in IAK in Q1 2023 and held it in 1 quarter. The position peaked at $29.2K in Q1 2023. 81 funds tracked by Wall St. Rank hold IAK as of Q2 2023.

  • Laffer Tengler Investments reported no remaining iShares US Insurance ETF position as of Q2 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 341 iShares US Insurance ETF shares in Q2 2023, an estimated $29.2K.
  • Laffer Tengler Investments first reported a position in iShares US Insurance ETF in Q1 2023 and held it in 1 quarter.
  • Laffer Tengler Investments's iShares US Insurance ETF position peaked at $29.2K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2023.

Based on Laffer Tengler Investments's 13F filing for Q2 2023, filed 14 Aug 2023.