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

Upper Left 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
2024 Q3	–	Sell	-5,835	Closed	-$392K	–	60
2024 Q2	$392K	Buy	5,835 +292	+5%	+$18.8K	0.35%	47
2024 Q1	$337K	Sell	5,543 -34,819	-86%	-$1.99M	0.31%	47
2023 Q4	$2.34M	Buy	40,362 +1,457	+4%	+$82.3K	2.29%	17
2023 Q3	$2.16M	Buy	38,905 +1,521	+4%	+$89.5K	2.24%	17
2023 Q2	$2.23M	Sell	37,384 -267	-0.7%	-$15.9K	2.48%	18
2023 Q1	$2.33M	Buy	37,651 +504	+1%	+$31.1K	2.65%	17
2022 Q4	$2.11M	Sell	37,147 -4,179	-10%	-$222K	2.49%	17
2022 Q3	$2.08M	Buy	41,326 +4,586	+12%	+$268K	2.71%	17
2022 Q2	$2.31M	Sell	36,740 -1,268	-3%	-$81.3K	2.67%	14
2022 Q1	$2.65M	Sell	38,008 -7,850	-17%	-$578K	2.74%	16
2021 Q4	$3.55M	Buy	+45,858	New	+$3.62M	3.54%	13

Other funds holding AIA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GFS

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

Upper Left Wealth Management's AIA Position: Q3 2024 in Review

Upper Left Wealth Management sold out of iShares Asia 50 ETF (AIA) in Q3 2024, closing a stake of 5,835 shares — an estimated $392K sold.

Upper Left Wealth Management first reported a position in AIA in Q4 2021 and held it in 11 quarters. The position peaked at $3.55M in Q4 2021. 76 funds tracked by Wall St. Rank hold AIA as of Q3 2024.

Upper Left Wealth Management reported no remaining iShares Asia 50 ETF position as of Q3 2024 after selling out during the quarter.
Upper Left Wealth Management sold 5,835 iShares Asia 50 ETF shares in Q3 2024, an estimated $392K.
Upper Left Wealth Management first reported a position in iShares Asia 50 ETF in Q4 2021 and held it in 11 quarters.
Upper Left Wealth Management's iShares Asia 50 ETF position peaked at $3.55M in Q4 2021.
76 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2024.

Based on Upper Left Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.