Titus Wealth Management’s iShares Asia 50 ETF AIA Stock Holding History

Titus Wealth Management’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
2022 Q2	$3.23M	Sell	51,435 -293	-0.6%	-$18.8K	1.62%	17
2022 Q1	$3.55M	Buy	51,728 +1,392	+3%	+$103K	1.6%	16
2021 Q4	$3.85M	Buy	50,336 +1,217	+2%	+$96.2K	1.74%	15
2021 Q3	$3.84M	Sell	49,119 -461	-0.9%	-$38.6K	2.02%	12
2021 Q2	$4.54M	Buy	49,580 +502	+1%	+$46K	2.46%	10
2021 Q1	$4.52M	Buy	49,078 +2,086	+4%	+$200K	2.64%	11
2020 Q4	$4.1M	Buy	46,992 +680	+1%	+$54.3K	2.52%	11
2020 Q3	$3.33M	Buy	46,312 +249	+0.5%	+$17.7K	2.37%	11
2020 Q2	$2.99M	Sell	46,063 -1,264	-3%	-$76.3K	2.36%	11
2020 Q1	$2.64M	Buy	47,327 +96	+0.2%	+$6K	2.49%	10
2019 Q4	$3.12M	Buy	47,231 +204	+0.4%	+$12.7K	3.12%	7
2019 Q3	$2.76M	Buy	47,027 +6,864	+17%	+$404K	2.52%	10
2019 Q2	$2.46M	Sell	40,163 -3,632	-8%	-$220K	2.43%	10
2019 Q1	$2.68K	Buy	43,795 +2,309	+6%	+$138K	2.36%	10
2018 Q4	$2.29K	Sell	41,486 -758	-2%	-$43.1K	1.96%	11
2018 Q3	$2.64M	Buy	42,244 +2,701	+7%	+$168K	2.28%	12
2018 Q2	$2.48M	Sell	39,543 -2,719	-6%	-$181K	2.65%	9
2018 Q1	$2.88M	Buy	42,262 +3,145	+8%	+$217K	2.78%	10
2017 Q4	$2.58M	Buy	+39,117	New	+$2.54M	2.92%	10

Other funds holding AIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Titus Wealth Management's AIA Position: Q2 2022 in Review

Titus Wealth Management reduced its iShares Asia 50 ETF (AIA) stake by 0.57% in Q2 2022, selling an estimated $18.8K and leaving 51,435 shares worth $3.23M. The position accounts for 1.62% of the portfolio, ranked #17.

Titus Wealth Management first reported a position in AIA in Q4 2017 and has held it in 19 quarters since. The position peaked at $4.54M in Q2 2021. 75 funds tracked by Wall St. Rank hold AIA as of Q2 2022.

Titus Wealth Management held 51,435 shares of iShares Asia 50 ETF worth $3.23M as of Q2 2022.
Titus Wealth Management sold 293 iShares Asia 50 ETF shares in Q2 2022, an estimated $18.8K.
iShares Asia 50 ETF made up 1.62% of Titus Wealth Management's portfolio in Q2 2022, its #17 holding.
Titus Wealth Management first reported a position in iShares Asia 50 ETF in Q4 2017 and has held it in 19 quarters since.
Titus Wealth Management's iShares Asia 50 ETF position peaked at $4.54M in Q2 2021.
75 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.