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Money Concepts Capital’s iShares Asia 50 ETF AIA Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-365
Closed -$20.7K – 521
2022
Q4 		$20.7K Hold
365
– – ﹤0.01% 1661
2022
Q3 		$18K Hold
365
– – ﹤0.01% 933
2022
Q2 		$23K Sell
365
-134
-27% -$8.59K ﹤0.01% 857
2022
Q1 		$34K Sell
499
-99
-17% -$7.29K ﹤0.01% 1381
2021
Q4 		$46K Buy
+598
New +$47.3K ﹤0.01% 601
2021
Q1 		$55K Buy
598
+25
+4% +$2.39K ﹤0.01% 561
2020
Q4 		$50K Buy
+573
New +$45.8K ﹤0.01% 517

Other funds holding AIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Money Concepts Capital's AIA Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Asia 50 ETF (AIA) in Q1 2023, closing a stake of 365 shares — an estimated $20.7K sold.

Money Concepts Capital first reported a position in AIA in Q4 2020 and held it in 7 quarters. The position peaked at $55K in Q1 2021. 77 funds tracked by Wall St. Rank hold AIA as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Asia 50 ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 365 iShares Asia 50 ETF shares in Q1 2023, an estimated $20.7K.
  • Money Concepts Capital first reported a position in iShares Asia 50 ETF in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's iShares Asia 50 ETF position peaked at $55K in Q1 2021.
  • 77 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.