Atria Wealth Solutions’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-4,419	Closed	-$319K	–	1853
2024 Q4	$319K	Sell	4,419 -114	-3%	-$8.66K	﹤0.01%	1511
2024 Q3	$356K	Buy	4,533 +152	+3%	+$11K	﹤0.01%	1407
2024 Q2	$315K	Sell	4,381 -39	-0.9%	-$2.73K	﹤0.01%	1471
2024 Q1	$299K	Sell	4,420 -6	-0.1%	-$393	﹤0.01%	1559
2023 Q4	$295K	Sell	4,426 -1,079	-20%	-$69.4K	﹤0.01%	1515
2023 Q3	$350K	Sell	5,505 -5,946	-52%	-$394K	﹤0.01%	1316
2023 Q2	$761K	Buy	11,451 +100	+0.9%	+$6.68K	0.01%	970
2023 Q1	$770K	Buy	11,351 +5,693	+101%	+$389K	0.01%	915
2022 Q4	$367K	Buy	5,658 +59	+1%	+$3.65K	0.01%	1249
2022 Q3	$328K	Buy	5,599 +140	+3%	+$9.29K	0.01%	1247
2022 Q2	$378K	Buy	5,459 +64	+1%	+$4.52K	0.01%	1098
2022 Q1	$405K	Buy	+5,395	New	+$427K	0.01%	1175

Other funds holding AAXJ

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

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

AIIMS

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

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

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

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

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Atria Wealth Solutions's AAXJ Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2025, closing a stake of 4,419 shares — an estimated $319K sold.

Atria Wealth Solutions first reported a position in AAXJ in Q1 2022 and held it in 12 quarters. The position peaked at $770K in Q1 2023. 187 funds tracked by Wall St. Rank hold AAXJ as of Q1 2025.

Atria Wealth Solutions reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 4,419 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2025, an estimated $319K.
Atria Wealth Solutions first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's iShares MSCI All Country Asia ex Japan ETF position peaked at $770K in Q1 2023.
187 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.