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

WCG 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
2022 Q4	–	Sell	-5,826	Closed	-$291K	–	157
2022 Q3	$291K	Buy	+5,826	New	+$341K	0.04%	229

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

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

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

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

FTUS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCG Wealth Advisors's AIA Position: Q4 2022 in Review

WCG Wealth Advisors sold out of iShares Asia 50 ETF (AIA) in Q4 2022, closing a stake of 5,826 shares — an estimated $291K sold.

WCG Wealth Advisors first reported a position in AIA in Q3 2022 and held it in 1 quarter. The position peaked at $291K in Q3 2022. 75 funds tracked by Wall St. Rank hold AIA as of Q4 2022.

WCG Wealth Advisors reported no remaining iShares Asia 50 ETF position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 5,826 iShares Asia 50 ETF shares in Q4 2022, an estimated $291K.
WCG Wealth Advisors first reported a position in iShares Asia 50 ETF in Q3 2022 and held it in 1 quarter.
WCG Wealth Advisors's iShares Asia 50 ETF position peaked at $291K in Q3 2022.
75 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.