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Uniting Wealth Partners’s iShares Asia 50 ETF AIA Stock Holding History

Uniting Wealth Partners’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
2025
Q1 		– Sell
-20,513
Closed -$1.39M – 109
2024
Q4 		$1.39M Buy
+20,513
New +$1.47M 0.67% 20

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
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Uniting Wealth Partners's AIA Position: Q1 2025 in Review

Uniting Wealth Partners sold out of iShares Asia 50 ETF (AIA) in Q1 2025, closing a stake of 20,513 shares — an estimated $1.39M sold.

Uniting Wealth Partners first reported a position in AIA in Q4 2024 and held it in 1 quarter. The position peaked at $1.39M in Q4 2024. 73 funds tracked by Wall St. Rank hold AIA as of Q1 2025.

  • Uniting Wealth Partners reported no remaining iShares Asia 50 ETF position as of Q1 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 20,513 iShares Asia 50 ETF shares in Q1 2025, an estimated $1.39M.
  • Uniting Wealth Partners first reported a position in iShares Asia 50 ETF in Q4 2024 and held it in 1 quarter.
  • Uniting Wealth Partners's iShares Asia 50 ETF position peaked at $1.39M in Q4 2024.
  • 73 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2025.

Based on Uniting Wealth Partners's 13F filing for Q1 2025, filed 25 Apr 2025.