9258 Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

9258 Wealth Management’s Portfolio AAXJ Stock Details AAXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,389	Closed	-$543K	–	371
2021 Q3	$543K	Sell	6,389 -1,845	-22%	-$163K	0.15%	158
2021 Q2	$778K	Buy	8,234 +2,139	+35%	+$200K	0.21%	119
2021 Q1	$565K	Buy	6,095 +356	+6%	+$34.1K	0.17%	141
2020 Q4	$514K	Hold	5,739	–	–	0.17%	145
2020 Q3	$451K	Buy	+5,739	New	+$437K	0.17%	146

Other funds holding AAXJ

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

9258 Wealth Management's AAXJ Position: Q4 2021 in Review

9258 Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2021, closing a stake of 6,389 shares — an estimated $543K sold.

9258 Wealth Management first reported a position in AAXJ in Q3 2020 and held it in 5 quarters. The position peaked at $778K in Q2 2021. 262 funds tracked by Wall St. Rank hold AAXJ as of Q4 2021.

9258 Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2021 after selling out during the quarter.
9258 Wealth Management sold 6,389 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2021, an estimated $543K.
9258 Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2020 and held it in 5 quarters.
9258 Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $778K in Q2 2021.
262 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2021.

Based on 9258 Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.