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

Avion Wealth’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
2023 Q2	–	Sell	-646	Closed	-$41K	–	684
2023 Q1	$41K	Hold	646	–	–	0.01%	158
2022 Q4	$37K	Hold	646	–	–	0.01%	162
2022 Q3	$38K	Hold	646	–	–	0.01%	159
2022 Q2	$45K	Hold	646	–	–	0.01%	150
2022 Q1	$48K	Hold	646	–	–	0.01%	133
2021 Q4	$53K	Hold	646	–	–	0.02%	122
2021 Q3	$55K	Hold	646	–	–	0.02%	119
2021 Q2	$61K	Hold	646	–	–	0.02%	116
2021 Q1	$60K	Hold	646	–	–	0.02%	112
2020 Q4	$58K	Buy	+646	New	+$54.1K	0.02%	115

Other funds holding AAXJ

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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

OMC

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

Avion Wealth's AAXJ Position: Q2 2023 in Review

Avion Wealth sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2023, closing a stake of 646 shares — an estimated $41K sold.

Avion Wealth first reported a position in AAXJ in Q4 2020 and held it in 10 quarters. The position peaked at $61K in Q2 2021. 192 funds tracked by Wall St. Rank hold AAXJ as of Q2 2023.

Avion Wealth reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2023 after selling out during the quarter.
Avion Wealth sold 646 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2023, an estimated $41K.
Avion Wealth first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2020 and held it in 10 quarters.
Avion Wealth's iShares MSCI All Country Asia ex Japan ETF position peaked at $61K in Q2 2021.
192 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2023.

Based on Avion Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.