Scotia Capital’s iShares US Insurance ETF IAK Stock Holding History

Scotia Capital’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 Q3	–	Sell	-8,294	Closed	-$937K	–	865
2024 Q2	$937K	Buy	8,294 +109	+1%	+$12.4K	0.01%	500
2024 Q1	$961K	Buy	8,185 +1,080	+15%	+$118K	0.01%	507
2023 Q4	$711K	Buy	+7,105	New	+$684K	﹤0.01%	518
2018 Q4	–	Sell	-3,300	Closed	-$219K	–	690
2018 Q3	$219K	Sell	3,300 -500	-13%	-$32.6K	﹤0.01%	657
2018 Q2	$245K	Hold	3,800	–	–	﹤0.01%	603
2018 Q1	$245K	Hold	3,800	–	–	﹤0.01%	632
2017 Q4	$248K	Hold	3,800	–	–	﹤0.01%	643
2017 Q3	$237K	Sell	3,800 -100	-3%	-$6.33K	﹤0.01%	629
2017 Q2	$238K	Buy	+3,900	New	+$238K	﹤0.01%	607

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Scotia Capital's IAK Position: Q3 2024 in Review

Scotia Capital sold out of iShares US Insurance ETF (IAK) in Q3 2024, closing a stake of 8,294 shares — an estimated $937K sold.

Scotia Capital first reported a position in IAK in Q2 2017 and held it in 9 quarters. The position peaked at $961K in Q1 2024. 148 funds tracked by Wall St. Rank hold IAK as of Q3 2024.

Scotia Capital reported no remaining iShares US Insurance ETF position as of Q3 2024 after selling out during the quarter.
Scotia Capital sold 8,294 iShares US Insurance ETF shares in Q3 2024, an estimated $937K.
Scotia Capital first reported a position in iShares US Insurance ETF in Q2 2017 and held it in 9 quarters.
Scotia Capital's iShares US Insurance ETF position peaked at $961K in Q1 2024.
148 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2024.

Based on Scotia Capital's 13F filing for Q3 2024, filed 13 Nov 2024.