Texas Permanent School Fund’s iShares US Insurance ETF IAK Stock Holding History

Texas Permanent School Fund’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
2023 Q2	–	Sell	-2,924	Closed	-$250K	–	1522
2023 Q1	$250K	Hold	2,924	–	–	﹤0.01%	1505
2022 Q4	$267K	Hold	2,924	–	–	﹤0.01%	1468
2022 Q3	$231K	Hold	2,924	–	–	﹤0.01%	1473
2022 Q2	$243K	Buy	+2,924	New	+$253K	﹤0.01%	1474

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

SFI

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

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

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Texas Permanent School Fund's IAK Position: Q2 2023 in Review

Texas Permanent School Fund sold out of iShares US Insurance ETF (IAK) in Q2 2023, closing a stake of 2,924 shares — an estimated $250K sold.

Texas Permanent School Fund first reported a position in IAK in Q2 2022 and held it in 4 quarters. The position peaked at $267K in Q4 2022. 81 funds tracked by Wall St. Rank hold IAK as of Q2 2023.

Texas Permanent School Fund reported no remaining iShares US Insurance ETF position as of Q2 2023 after selling out during the quarter.
Texas Permanent School Fund sold 2,924 iShares US Insurance ETF shares in Q2 2023, an estimated $250K.
Texas Permanent School Fund first reported a position in iShares US Insurance ETF in Q2 2022 and held it in 4 quarters.
Texas Permanent School Fund's iShares US Insurance ETF position peaked at $267K in Q4 2022.
81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2023.

Based on Texas Permanent School Fund's 13F filing for Q2 2023, filed 7 Aug 2023.