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Lee Financial Group Hawaii’s iShares Asia 50 ETF AIA Stock Holding History

Lee Financial Group Hawaii’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
2021
Q3 		– Sell
-52,767
Closed -$4.84M – 37
2021
Q2 		$4.84M Sell
52,767
-22
-0% -$2.02K 3.49% 11
2021
Q1 		$4.87M Buy
52,789
+48,973
+1,283% +$4.68M 3.99% 11
2020
Q4 		$333K Buy
+3,816
New +$305K 0.28% 38

Other funds holding AIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial Group Hawaii's AIA Position: Q3 2021 in Review

Lee Financial Group Hawaii sold out of iShares Asia 50 ETF (AIA) in Q3 2021, closing a stake of 52,767 shares — an estimated $4.84M sold.

Lee Financial Group Hawaii first reported a position in AIA in Q4 2020 and held it in 3 quarters. The position peaked at $4.87M in Q1 2021. 97 funds tracked by Wall St. Rank hold AIA as of Q3 2021.

  • Lee Financial Group Hawaii reported no remaining iShares Asia 50 ETF position as of Q3 2021 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 52,767 iShares Asia 50 ETF shares in Q3 2021, an estimated $4.84M.
  • Lee Financial Group Hawaii first reported a position in iShares Asia 50 ETF in Q4 2020 and held it in 3 quarters.
  • Lee Financial Group Hawaii's iShares Asia 50 ETF position peaked at $4.87M in Q1 2021.
  • 97 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q3 2021, filed 2 Nov 2021.