Asset Planning Services (Pennsylvania)’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-445	Closed	-$30K	–	79
2019 Q3	$30K	Hold	445	–	–	0.01%	152
2019 Q2	$31K	Buy	445 +2	+0.5%	+$139	0.01%	147
2019 Q1	$31K	Hold	443	–	–	0.01%	152
2018 Q4	$28K	Buy	443 +7	+2%	+$454	0.01%	153
2018 Q3	$29K	Hold	436	–	–	0.01%	153
2018 Q2	$31K	Buy	436 +2	+0.5%	+$152	0.02%	149
2018 Q1	$34K	Hold	434	–	–	0.02%	147
2017 Q4	$33K	Buy	434 +7	+2%	+$528	0.02%	150
2017 Q3	$31K	Hold	427	–	–	0.02%	169
2017 Q2	$29K	Buy	427 +2	+0.5%	+$131	0.02%	165
2017 Q1	$27K	Buy	+425	New	+$25.5K	0.02%	174

Other funds holding AAXJ

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania)'s AAXJ Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2019, closing a stake of 445 shares — an estimated $30K sold.

Asset Planning Services (Pennsylvania) first reported a position in AAXJ in Q1 2017 and held it in 11 quarters. The position peaked at $34K in Q1 2018. 206 funds tracked by Wall St. Rank hold AAXJ as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 445 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2019, an estimated $30K.
Asset Planning Services (Pennsylvania) first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2017 and held it in 11 quarters.
Asset Planning Services (Pennsylvania)'s iShares MSCI All Country Asia ex Japan ETF position peaked at $34K in Q1 2018.
206 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.