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

WealthSource 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
2021
Q2 		– Sell
-4,283
Closed -$395K – 465
2021
Q1 		$395K Sell
4,283
-553
-11% -$52.9K 0.04% 286
2020
Q4 		$422K Buy
+4,836
New +$386K 0.05% 234

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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthSource Partners's AIA Position: Q2 2021 in Review

WealthSource Partners sold out of iShares Asia 50 ETF (AIA) in Q2 2021, closing a stake of 4,283 shares — an estimated $395K sold.

WealthSource Partners first reported a position in AIA in Q4 2020 and held it in 2 quarters. The position peaked at $422K in Q4 2020. 117 funds tracked by Wall St. Rank hold AIA as of Q2 2021.

  • WealthSource Partners reported no remaining iShares Asia 50 ETF position as of Q2 2021 after selling out during the quarter.
  • WealthSource Partners sold 4,283 iShares Asia 50 ETF shares in Q2 2021, an estimated $395K.
  • WealthSource Partners first reported a position in iShares Asia 50 ETF in Q4 2020 and held it in 2 quarters.
  • WealthSource Partners's iShares Asia 50 ETF position peaked at $422K in Q4 2020.
  • 117 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.