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

Aspire 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
2022 Q4	–	Sell	-54	Closed	-$3K	–	192
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	158
2022 Q2	$4K	Sell	54 -55	-50%	-$3.88K	﹤0.01%	164
2022 Q1	$8K	Sell	109 -55	-34%	-$4.36K	0.01%	152
2021 Q4	$14K	Buy	+164	New	+$14K	0.01%	145

Other funds holding AAXJ

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

AIIMS

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

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

FFM

Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return

Aspire Wealth Management's AAXJ Position: Q4 2022 in Review

Aspire Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2022, closing a stake of 54 shares — an estimated $3K sold.

Aspire Wealth Management first reported a position in AAXJ in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 198 funds tracked by Wall St. Rank hold AAXJ as of Q4 2022.

Aspire Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2022 after selling out during the quarter.
Aspire Wealth Management sold 54 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2022, an estimated $3K.
Aspire Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2021 and held it in 4 quarters.
Aspire Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $14K in Q4 2021.
198 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2022.

Based on Aspire Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.