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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return