World Equity Group
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World Equity Group’s iShares US Insurance ETF IAK Stock Holding History

World Equity Group’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,534
Closed -$1.14M – 368
2022
Q1 		$1.14M Buy
+12,534
New +$1.09M 0.25% 113

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Beacon Harbor Wealth Advisors
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

World Equity Group's IAK Position: Q2 2022 in Review

World Equity Group sold out of iShares US Insurance ETF (IAK) in Q2 2022, closing a stake of 12,534 shares — an estimated $1.14M sold.

World Equity Group first reported a position in IAK in Q1 2022 and held it in 1 quarter. The position peaked at $1.14M in Q1 2022. 71 funds tracked by Wall St. Rank hold IAK as of Q2 2022.

  • World Equity Group reported no remaining iShares US Insurance ETF position as of Q2 2022 after selling out during the quarter.
  • World Equity Group sold 12,534 iShares US Insurance ETF shares in Q2 2022, an estimated $1.14M.
  • World Equity Group first reported a position in iShares US Insurance ETF in Q1 2022 and held it in 1 quarter.
  • World Equity Group's iShares US Insurance ETF position peaked at $1.14M in Q1 2022.
  • 71 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2022.

Based on World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.