Octavia Wealth Advisors’s iShares Asia 50 ETF AIA Stock Holding History

Octavia Wealth Advisors’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
2026 Q2	$636K	Buy	4,488 +1	+0%	+$131	0.05%	105
2026 Q1	$476K	Hold	4,487	–	–	0.05%	133
2025 Q4	$438K	Buy	4,487 +4	+0.1%	+$386	0.04%	146
2025 Q3	$424K	Hold	4,483	–	–	0.04%	152
2025 Q2	$363K	Sell	4,483 -297	-6%	-$22K	0.04%	148
2025 Q1	$346K	Sell	4,780 -677	-12%	-$49K	0.04%	153
2024 Q4	$370K	Sell	5,457 -10	-0.2%	-$714	0.04%	143
2024 Q3	$395K	Sell	5,467 -205	-4%	-$13.8K	0.05%	144
2024 Q2	$381K	Sell	5,672 -90	-2%	-$5.78K	0.05%	147
2024 Q1	$350K	Sell	5,762 -518	-8%	-$29.7K	0.05%	153
2023 Q4	$364K	Sell	6,280 -467	-7%	-$26.4K	0.06%	152
2023 Q3	$374K	Sell	6,747 -500	-7%	-$29.4K	0.08%	117
2023 Q2	$432K	Sell	7,247 -240	-3%	-$14.3K	0.09%	110
2023 Q1	$463K	Sell	7,487 -1,643	-18%	-$102K	0.1%	96
2022 Q4	$518K	Sell	9,130 -96	-1%	-$5.1K	0.13%	90
2022 Q3	$461K	Sell	9,226 -720	-7%	-$42.1K	0.12%	92
2022 Q2	$625K	Sell	9,946 -41	-0.4%	-$2.63K	0.16%	80
2022 Q1	$685K	Sell	9,987 -280	-3%	-$20.6K	0.15%	80
2021 Q4	$786K	Sell	10,267 -26	-0.3%	-$2.05K	0.17%	75
2021 Q3	$804K	Sell	10,293 -987	-9%	-$82.6K	0.21%	67
2021 Q2	$1.03M	Buy	11,280 +151	+1%	+$13.8K	0.27%	63
2021 Q1	$1.03M	Buy	11,129 +2,010	+22%	+$192K	0.31%	63
2020 Q4	$795K	Buy	+9,119	New	+$728K	0.26%	66

Other funds holding AIA

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Octavia Wealth Advisors's AIA Position: Q2 2026 in Review

Octavia Wealth Advisors increased its iShares Asia 50 ETF (AIA) stake by 0.02% in Q2 2026, buying an estimated $131 and bringing the position to 4,488 shares worth $636K. The position accounts for 0.05% of the portfolio, ranked #105.

Octavia Wealth Advisors first reported a position in AIA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q2 2021. 16 funds tracked by Wall St. Rank hold AIA as of Q2 2026.

Octavia Wealth Advisors held 4,488 shares of iShares Asia 50 ETF worth $636K as of Q2 2026.
Octavia Wealth Advisors bought 1 iShares Asia 50 ETF share in Q2 2026, an estimated $131.
iShares Asia 50 ETF made up 0.05% of Octavia Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Octavia Wealth Advisors first reported a position in iShares Asia 50 ETF in Q4 2020 and has held it in 23 quarters since.
Octavia Wealth Advisors's iShares Asia 50 ETF position peaked at $1.03M in Q2 2021.
16 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.