Wintrust Investments’s iShares Asia 50 ETF AIA Stock Holding History

Wintrust Investments’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
2024 Q4	$23K	Sell	340 -295	-46%	-$21.1K	0.02%	365
2024 Q3	$45K	Sell	635 -5,515	-90%	-$370K	0.03%	327
2024 Q2	$413K	Buy	6,150 +300	+5%	+$19.3K	0.03%	317
2024 Q1	$355K	Sell	5,850 -115	-2%	-$6.59K	0.03%	344
2023 Q4	$346K	Buy	+5,965	New	+$337K	0.03%	331
2023 Q3	–	Sell	-3,790	Closed	-$226K	–	408
2023 Q2	$226K	Buy	3,790 +500	+15%	+$29.9K	0.02%	388
2023 Q1	$204K	Buy	+3,290	New	+$203K	0.03%	319
2022 Q3	–	Sell	-4,740	Closed	-$297K	–	389
2022 Q2	$297K	Sell	4,740 -925	-16%	-$59.3K	0.04%	299
2022 Q1	$389K	Sell	5,665 -300	-5%	-$22.1K	0.04%	285
2021 Q4	$457K	Sell	5,965 -1,100	-16%	-$86.9K	0.04%	275
2021 Q3	$552K	Sell	7,065 -900	-11%	-$75.3K	0.07%	168
2021 Q2	$730K	Hold	7,965	–	–	0.07%	206
2021 Q1	$734K	Buy	+7,965	New	+$762K	0.08%	207

Other funds holding AIA

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

FTUS

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

Wintrust Investments's AIA Position: Q4 2024 in Review

Wintrust Investments reduced its iShares Asia 50 ETF (AIA) stake by 46% in Q4 2024, selling an estimated $21.1K and leaving 340 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #365.

Wintrust Investments first reported a position in AIA in Q1 2021 and has held it in 13 quarters since. The position peaked at $734K in Q1 2021. 70 funds tracked by Wall St. Rank hold AIA as of Q4 2024.

Wintrust Investments held 340 shares of iShares Asia 50 ETF worth $23K as of Q4 2024.
Wintrust Investments sold 295 iShares Asia 50 ETF shares in Q4 2024, an estimated $21.1K.
iShares Asia 50 ETF made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #365 holding.
Wintrust Investments first reported a position in iShares Asia 50 ETF in Q1 2021 and has held it in 13 quarters since.
Wintrust Investments's iShares Asia 50 ETF position peaked at $734K in Q1 2021.
70 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.