Acima Private Wealth
AAXJ icon

Acima Private Wealth’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Acima Private Wealth’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
2026
Q3 		$2.94M Buy
25,241
+193
+0.8% +$22.2K 0.85% 26
2026
Q2 		$2.99M Buy
25,048
+24,911
+18,183% +$2.81M 0.87% 24
2026
Q1 		$13.2K Buy
+137
New +$13.7K ﹤0.01% 161
2024
Q2 		– Sell
-55,119
Closed -$3.73M – 184
2024
Q1 		$3.73M Buy
55,119
+15,387
+39% +$1.01M 1.38% 19
2023
Q4 		$2.64M Buy
39,732
+1,001
+3% +$64.3K 1.03% 25
2023
Q3 		$2.46M Buy
38,731
+1,214
+3% +$80.5K 1.09% 26
2023
Q2 		$2.49M Sell
37,517
-145
-0.4% -$9.7K 1.19% 26
2023
Q1 		$2.56M Sell
37,662
-236
-0.6% -$16.1K 1.26% 25
2022
Q4 		$2.46M Sell
37,898
-1,063
-3% -$65.7K 1.26% 24
2022
Q3 		$2.28M Hold
38,961
– – 1.17% 26
2022
Q2 		$2.7M Buy
38,961
+1,393
+4% +$98.3K 1.35% 23
2022
Q1 		$2.82M Buy
37,568
+1,390
+4% +$110K 1.3% 23
2021
Q4 		$2.99M Buy
36,178
+2,905
+9% +$247K 1.29% 26
2021
Q3 		$2.83M Buy
33,273
+28
+0.1% +$2.48K 1.3% 24
2021
Q2 		$3.14M Buy
33,245
+804
+2% +$75.2K 1.44% 23
2021
Q1 		$3.01M Buy
32,441
+1,934
+6% +$185K 1.48% 23
2020
Q4 		$2.73M Buy
30,507
+1,041
+4% +$87.2K 1.42% 26
2020
Q3 		$2.27M Buy
29,466
+300
+1% +$22.9K 1.37% 25
2020
Q2 		$2.02M Buy
29,166
+2,105
+8% +$137K 1.3% 24
2020
Q1 		$1.62M Buy
27,061
+23,097
+583% +$1.58M 1.24% 24
2019
Q4 		$291K Buy
3,964
+735
+23% +$51.4K 0.2% 108
2019
Q3 		$214K Hold
3,229
– – 0.16% 127
2019
Q2 		$225K Hold
3,229
– – 0.18% 117
2019
Q1 		$228K Hold
3,229
– – 0.2% 111
2018
Q4 		$205K Buy
+3,229
New +$210K 0.2% 104

Other funds holding AAXJ

BFI Infinity
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Climber Capital
Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Acima Private Wealth's AAXJ Position: Q3 2026 in Review

Acima Private Wealth increased its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 0.77% in Q3 2026, buying an estimated $22.2K and bringing the position to 25,241 shares worth $2.94M. The position accounts for 0.85% of the portfolio, ranked #26.

Acima Private Wealth first reported a position in AAXJ in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.73M in Q1 2024. 50 funds tracked by Wall St. Rank hold AAXJ as of Q3 2026.

  • Acima Private Wealth held 25,241 shares of iShares MSCI All Country Asia ex Japan ETF worth $2.94M as of Q3 2026.
  • Acima Private Wealth bought 193 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2026, an estimated $22.2K.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.85% of Acima Private Wealth's portfolio in Q3 2026, its #26 holding.
  • Acima Private Wealth first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2018 and has held it in 25 quarters since.
  • Acima Private Wealth's iShares MSCI All Country Asia ex Japan ETF position peaked at $3.73M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.