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

Atlas Private 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
2020
Q2 		– Sell
-29
Closed -$2K – 454
2020
Q1 		$2K Sell
29
-2
-6% -$137 ﹤0.01% 399
2019
Q4 		$2K Buy
+31
New +$2.17K ﹤0.01% 427

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Atlas Private Wealth Management's AAXJ Position: Q2 2020 in Review

Atlas Private Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2020, closing a stake of 29 shares — an estimated $2K sold.

Atlas Private Wealth Management first reported a position in AAXJ in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 203 funds tracked by Wall St. Rank hold AAXJ as of Q2 2020.

  • Atlas Private Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 29 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2020, an estimated $2K.
  • Atlas Private Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2019 and held it in 2 quarters.
  • Atlas Private Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $2K in Q1 2020.
  • 203 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2020.

Based on Atlas Private Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.