Aptus Capital Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Aptus Capital Advisors’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
2022 Q4	–	Sell	-193	Closed	-$11K	–	795
2022 Q3	$11K	Buy	+193	New	+$12.8K	﹤0.01%	649
2020 Q3	–	Sell	-389	Closed	-$26K	–	465
2020 Q2	$26K	Sell	389 -15	-4%	-$974	﹤0.01%	347
2020 Q1	$24K	Buy	+404	New	+$27.7K	﹤0.01%	342

Other funds holding AAXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFM

Fullerton Fund Management Singapore $1.56B AUM 88.19% 1-Year Est. Return

Aptus Capital Advisors's AAXJ Position: Q4 2022 in Review

Aptus Capital Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2022, closing a stake of 193 shares — an estimated $11K sold.

Aptus Capital Advisors first reported a position in AAXJ in Q1 2020 and held it in 3 quarters. The position peaked at $26K in Q2 2020. 198 funds tracked by Wall St. Rank hold AAXJ as of Q4 2022.

Aptus Capital Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2022 after selling out during the quarter.
Aptus Capital Advisors sold 193 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2022, an estimated $11K.
Aptus Capital Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2020 and held it in 3 quarters.
Aptus Capital Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $26K in Q2 2020.
198 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2022.

Based on Aptus Capital Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.