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TRUE Private Wealth Advisors’s iShares Asia 50 ETF AIA Stock Holding History

TRUE Private Wealth 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
2020
Q1 		– Sell
-189
Closed -$12K – 665
2019
Q4 		$12K Buy
+189
New +$11.8K ﹤0.01% 562
2019
Q3 		– Sell
-189
Closed -$11K – 218
2019
Q2 		$11K Buy
+189
New +$11.5K ﹤0.01% 531

Other funds holding AIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

TRUE Private Wealth Advisors's AIA Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of iShares Asia 50 ETF (AIA) in Q1 2020, closing a stake of 189 shares — an estimated $12K sold.

TRUE Private Wealth Advisors first reported a position in AIA in Q2 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 59 funds tracked by Wall St. Rank hold AIA as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining iShares Asia 50 ETF position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 189 iShares Asia 50 ETF shares in Q1 2020, an estimated $12K.
  • TRUE Private Wealth Advisors first reported a position in iShares Asia 50 ETF in Q2 2019 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's iShares Asia 50 ETF position peaked at $12K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.