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True Link Financial Advisors’s iShares Asia 50 ETF AIA Stock Holding History

True Link Financial Advisors’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
Q1 		– Sell
-875
Closed -$67K – 134
2021
Q4 		$67K Hold
875
– – 0.01% 433
2021
Q3 		$68K Sell
875
-1,000
-53% -$83.6K 0.01% 427
2021
Q2 		$172K Hold
1,875
– – 0.03% 222
2021
Q1 		$173K Hold
1,875
– – 0.03% 270
2020
Q4 		$163K Buy
+1,875
New +$150K 0.03% 299

Other funds holding AIA

BlackRock
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

True Link Financial Advisors's AIA Position: Q1 2022 in Review

True Link Financial Advisors sold out of iShares Asia 50 ETF (AIA) in Q1 2022, closing a stake of 875 shares — an estimated $67K sold.

True Link Financial Advisors first reported a position in AIA in Q4 2020 and held it in 5 quarters. The position peaked at $173K in Q1 2021. 81 funds tracked by Wall St. Rank hold AIA as of Q1 2022.

  • True Link Financial Advisors reported no remaining iShares Asia 50 ETF position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 875 iShares Asia 50 ETF shares in Q1 2022, an estimated $67K.
  • True Link Financial Advisors first reported a position in iShares Asia 50 ETF in Q4 2020 and held it in 5 quarters.
  • True Link Financial Advisors's iShares Asia 50 ETF position peaked at $173K in Q1 2021.
  • 81 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.