WealthPLAN Partners’s iShares Asia 50 ETF AIA Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-185	Closed	-$11K	–	334
2023 Q2	$11K	Hold	185	–	–	﹤0.01%	780
2023 Q1	$11.4K	Buy	+185	New	+$11.4K	﹤0.01%	830
2016 Q3	$9.2K	Sell	185 -185	-50%	-$8.87K	﹤0.01%	614
2016 Q2	$8.27K	Buy	+370	New	+$15.8K	﹤0.01%	1810
2015 Q4	$11.2K	Buy	+795	New	+$35.4K	﹤0.01%	1113
2015 Q2	$13K	Hold	265	–	–	0.01%	288
2015 Q1	$13K	Buy	+265	New	+$12.9K	0.01%	355

Other funds holding AIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's AIA Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Asia 50 ETF (AIA) in Q3 2023, closing a stake of 185 shares — an estimated $11K sold.

WealthPLAN Partners first reported a position in AIA in Q1 2015 and held it in 7 quarters. The position peaked at $13K in Q2 2015. 76 funds tracked by Wall St. Rank hold AIA as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Asia 50 ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 185 iShares Asia 50 ETF shares in Q3 2023, an estimated $11K.
WealthPLAN Partners first reported a position in iShares Asia 50 ETF in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's iShares Asia 50 ETF position peaked at $13K in Q2 2015.
76 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.