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Penserra Capital Management’s iShares US Insurance ETF IAK Stock Holding History

Penserra Capital Management’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
2024
Q2 		– Sell
-67
Closed -$7K – 1303
2024
Q1 		$7K Sell
67
-6
-8% -$653 ﹤0.01% 980
2023
Q4 		$7K Buy
+73
New +$7.03K ﹤0.01% 1120

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Penserra Capital Management's IAK Position: Q2 2024 in Review

Penserra Capital Management sold out of iShares US Insurance ETF (IAK) in Q2 2024, closing a stake of 67 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in IAK in Q4 2023 and held it in 2 quarters. The position peaked at $7K in Q1 2024. 133 funds tracked by Wall St. Rank hold IAK as of Q2 2024.

  • Penserra Capital Management reported no remaining iShares US Insurance ETF position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 67 iShares US Insurance ETF shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in iShares US Insurance ETF in Q4 2023 and held it in 2 quarters.
  • Penserra Capital Management's iShares US Insurance ETF position peaked at $7K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.