Total Clarity Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-1,082	Closed	-$90K	–	555
2022 Q2	$90K	Buy	+1,082	New	+$93.6K	0.05%	332

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

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

Total Clarity Wealth Management's IAK Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares US Insurance ETF (IAK) in Q3 2022, closing a stake of 1,082 shares — an estimated $90K sold.

Total Clarity Wealth Management first reported a position in IAK in Q2 2022 and held it in 1 quarter. The position peaked at $90K in Q2 2022. 76 funds tracked by Wall St. Rank hold IAK as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares US Insurance ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,082 iShares US Insurance ETF shares in Q3 2022, an estimated $90K.
Total Clarity Wealth Management first reported a position in iShares US Insurance ETF in Q2 2022 and held it in 1 quarter.
Total Clarity Wealth Management's iShares US Insurance ETF position peaked at $90K in Q2 2022.
76 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.