Activest Wealth Management
AAXJ icon

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

Activest 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
2026
Q3 		$9.8M Buy
83,870
+935
+1% +$107K 1.81% 13
2026
Q2 		$9.9M Buy
82,935
+3,112
+4% +$351K 1.91% 12
2026
Q1 		$7.69M Buy
79,823
+57,758
+262% +$5.79M 1.35% 14
2025
Q4 		$2.05M Buy
22,065
+306
+1% +$28.4K 0.38% 29
2025
Q3 		$1.98M Buy
21,759
+775
+4% +$66.9K 0.4% 31
2025
Q2 		$1.73M Buy
20,984
+577
+3% +$44.1K 0.42% 29
2025
Q1 		$1.51M Buy
20,407
+1,214
+6% +$89.8K 0.41% 33
2024
Q4 		$1.39M Buy
19,193
+1,419
+8% +$108K 0.39% 31
2024
Q3 		$1.39M Buy
17,774
+390
+2% +$28.3K 0.43% 30
2024
Q2 		$1.25M Sell
17,384
-6,344
-27% -$445K 0.41% 31
2024
Q1 		$1.61M Sell
23,728
-6,476
-21% -$425K 0.77% 17
2023
Q4 		$2.01M Buy
30,204
+4,330
+17% +$278K 1.11% 15
2023
Q3 		$1.64M Buy
+25,874
New +$1.72M 1.01% 14
2023
Q2 		– Sell
-22,745
Closed -$1.55M – 288
2023
Q1 		$1.55M Buy
+22,745
New +$1.55M 0.99% 14
2022
Q3 		– Sell
-13,925
Closed -$964K – 429
2022
Q2 		$964K Buy
13,925
+2,134
+18% +$151K 0.68% 14
2022
Q1 		$885K Buy
11,791
+2,349
+25% +$186K 0.57% 15
2021
Q4 		$781K Buy
9,442
+785
+9% +$66.9K 0.48% 27
2021
Q3 		$735K Buy
8,657
+2,084
+32% +$184K 0.49% 27
2021
Q2 		$621K Buy
6,573
+545
+9% +$51K 0.47% 26
2021
Q1 		$558K Buy
+6,028
New +$578K 0.46% 25

Other funds holding AAXJ

Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
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
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $765M AUM 14.6% 1-Year Est. Return

Activest Wealth Management's AAXJ Position: Q3 2026 in Review

Activest Wealth Management increased its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 1.1% in Q3 2026, buying an estimated $107K and bringing the position to 83,870 shares worth $9.8M. The position accounts for 1.81% of the portfolio, ranked #13.

Activest Wealth Management first reported a position in AAXJ in Q1 2021 and has held it in 20 quarters since. The position peaked at $9.9M in Q2 2026. 125 funds tracked by Wall St. Rank hold AAXJ as of Q3 2026.

  • Activest Wealth Management held 83,870 shares of iShares MSCI All Country Asia ex Japan ETF worth $9.8M as of Q3 2026.
  • Activest Wealth Management bought 935 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2026, an estimated $107K.
  • iShares MSCI All Country Asia ex Japan ETF made up 1.81% of Activest Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Activest Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $9.9M in Q2 2026.
  • 125 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.