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Orion Portfolio Solutions’s iShares Asia 50 ETF AIA Stock Holding History

Orion Portfolio Solutions’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
Q4 		– Sell
-8,074
Closed -$448K – 1651
2023
Q3 		$448K Buy
8,074
+305
+4% +$17.9K 0.01% 1243
2023
Q2 		$463K Buy
7,769
+814
+12% +$48.6K ﹤0.01% 1241
2023
Q1 		$430K Buy
6,955
+2,737
+65% +$169K 0.01% 1192
2022
Q4 		$239K Buy
+4,218
New +$224K 0.01% 723
2020
Q2 		– Sell
-249
Closed -$14K – 2162
2020
Q1 		$14K Buy
249
+204
+453% +$12.8K ﹤0.01% 942
2019
Q4 		$3K Buy
+45
New +$2.8K ﹤0.01% 1377

Other funds holding AIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Orion Portfolio Solutions's AIA Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of iShares Asia 50 ETF (AIA) in Q4 2023, closing a stake of 8,074 shares — an estimated $448K sold.

Orion Portfolio Solutions first reported a position in AIA in Q4 2019 and held it in 6 quarters. The position peaked at $463K in Q2 2023. 75 funds tracked by Wall St. Rank hold AIA as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining iShares Asia 50 ETF position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,074 iShares Asia 50 ETF shares in Q4 2023, an estimated $448K.
  • Orion Portfolio Solutions first reported a position in iShares Asia 50 ETF in Q4 2019 and held it in 6 quarters.
  • Orion Portfolio Solutions's iShares Asia 50 ETF position peaked at $463K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.