Vontobel Holding’s iShares US Insurance ETF IAK Stock Holding History

Vontobel Holding’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
2023 Q3	–	Sell	-5,000	Closed	-$439K	–	1100
2023 Q2	$439K	Sell	5,000 -5,000	-50%	-$432K	﹤0.01%	820
2023 Q1	$856K	Sell	10,000 -10,000	-50%	-$908K	0.01%	628
2022 Q4	$1.83M	Hold	20,000	–	–	0.02%	431
2022 Q3	$1.58M	Buy	20,000 +2,500	+14%	+$208K	0.02%	452
2022 Q2	$1.45M	Buy	17,500 +5,000	+40%	+$433K	0.02%	453
2022 Q1	$1.14M	Buy	+12,500	New	+$1.08M	0.01%	579

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Vontobel Holding's IAK Position: Q3 2023 in Review

Vontobel Holding sold out of iShares US Insurance ETF (IAK) in Q3 2023, closing a stake of 5,000 shares — an estimated $439K sold.

Vontobel Holding first reported a position in IAK in Q1 2022 and held it in 6 quarters. The position peaked at $1.83M in Q4 2022. 81 funds tracked by Wall St. Rank hold IAK as of Q3 2023.

Vontobel Holding reported no remaining iShares US Insurance ETF position as of Q3 2023 after selling out during the quarter.
Vontobel Holding sold 5,000 iShares US Insurance ETF shares in Q3 2023, an estimated $439K.
Vontobel Holding first reported a position in iShares US Insurance ETF in Q1 2022 and held it in 6 quarters.
Vontobel Holding's iShares US Insurance ETF position peaked at $1.83M in Q4 2022.
81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2023.

Based on Vontobel Holding's 13F filing for Q3 2023, filed 11 Oct 2023.