West Oak Capital’s iShares Asia 50 ETF AIA Stock Holding History

West Oak Capital’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
2025 Q3	$284	Hold	300	–	–	0.01%	177
2025 Q2	$243	Hold	300	–	–	0.01%	202
2025 Q1	$217	Hold	300	–	–	0.01%	213
2024 Q4	$203K	Hold	300	–	–	0.01%	214
2024 Q3	$217	Hold	300	–	–	﹤0.01%	213
2024 Q2	$20.1K	Hold	300	–	–	0.01%	219
2024 Q1	$18K	Hold	300	–	–	0.01%	218
2023 Q4	$17K	Hold	300	–	–	0.01%	218
2023 Q3	$17K	Hold	300	–	–	0.01%	212
2023 Q2	$17.9K	Hold	300	–	–	0.01%	212
2023 Q1	$18.6K	Hold	300	–	–	0.01%	205
2022 Q4	$17K	Hold	300	–	–	0.01%	189
2022 Q3	$15K	Hold	300	–	–	0.01%	210
2022 Q2	$19K	Hold	300	–	–	0.01%	205
2022 Q1	$21K	Hold	300	–	–	0.01%	216
2021 Q4	$23K	Hold	300	–	–	0.01%	220
2021 Q3	$23K	Hold	300	–	–	0.01%	233
2021 Q2	$27K	Hold	300	–	–	0.01%	220
2021 Q1	$28K	Hold	300	–	–	0.01%	209
2020 Q4	$26K	Hold	300	–	–	0.01%	207
2020 Q3	$22K	Hold	300	–	–	0.01%	191
2020 Q2	$19K	Sell	300 -300	-50%	-$18.1K	0.01%	202
2020 Q1	$33K	Hold	600	–	–	0.02%	178
2019 Q4	$40K	Sell	600 -1,650	-73%	-$103K	0.02%	185
2019 Q3	$132K	Hold	2,250	–	–	0.08%	127
2019 Q2	$138K	Hold	2,250	–	–	0.08%	123
2019 Q1	$138K	Hold	2,250	–	–	0.09%	122
2018 Q4	$124K	Hold	2,250	–	–	0.09%	124
2018 Q3	$141K	Hold	2,250	–	–	0.08%	129
2018 Q2	$141K	Sell	2,250 -100	-4%	-$6.66K	0.09%	124
2018 Q1	$160K	Buy	+2,350	New	+$162K	0.1%	123
2017 Q4	–	Sell	-2,700	Closed	-$166K	–	301
2017 Q3	$166K	Sell	2,700 -65	-2%	-$3.91K	0.1%	127
2017 Q2	$158K	Buy	2,765 +565	+26%	+$31.2K	0.1%	130
2017 Q1	$116K	Hold	2,200	–	–	0.07%	137
2016 Q4	$102K	Hold	2,200	–	–	0.07%	142
2016 Q3	$110K	Sell	2,200 -485	-18%	-$23.2K	0.08%	137
2016 Q2	$120K	Hold	2,685	–	–	0.09%	127
2016 Q1	$116K	Hold	2,685	–	–	0.09%	123
2015 Q4	$113K	Hold	2,685	–	–	0.09%	123
2015 Q3	$112K	Hold	2,685	–	–	0.09%	125
2015 Q2	$135K	Hold	2,685	–	–	0.1%	117
2015 Q1	$134K	Hold	2,685	–	–	0.1%	117
2014 Q4	$126K	Hold	2,685	–	–	0.09%	116
2014 Q3	$125K	Hold	2,685	–	–	0.09%	112
2014 Q2	$130K	Sell	2,685 -250	-9%	-$11.9K	0.09%	114
2014 Q1	$135K	Hold	2,935	–	–	0.1%	112
2013 Q4	$141K	Hold	2,935	–	–	0.1%	106
2013 Q3	$136K	Hold	2,935	–	–	0.11%	108
2013 Q2	$125K	Buy	+2,935	New	+$133K	0.1%	111

Other funds holding AIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

West Oak Capital's AIA Position: Q3 2025 in Review

West Oak Capital held its iShares Asia 50 ETF (AIA) position steady in Q3 2025 at 300 shares worth $284. The position accounts for 0.01% of the portfolio, ranked #177.

West Oak Capital first reported a position in AIA in Q2 2013 and has held it in 49 quarters since. The position peaked at $203K in Q4 2024. 89 funds tracked by Wall St. Rank hold AIA as of Q3 2025.

West Oak Capital held 300 shares of iShares Asia 50 ETF worth $284 as of Q3 2025.
West Oak Capital left its iShares Asia 50 ETF share count unchanged in Q3 2025.
iShares Asia 50 ETF made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #177 holding.
West Oak Capital first reported a position in iShares Asia 50 ETF in Q2 2013 and has held it in 49 quarters since.
West Oak Capital's iShares Asia 50 ETF position peaked at $203K in Q4 2024.
89 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.