Barber Financial Group’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Barber Financial Group’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
2017 Q4	–	Sell	-139,757	Closed	-$10.1M	–	123
2017 Q3	$10.1M	Sell	139,757 -50,079	-26%	-$3.56M	2.86%	7
2017 Q2	$12.8M	Buy	+189,836	New	+$12.5M	4.17%	6
2017 Q1	–	Sell	-208,730	Closed	-$11.5M	–	90
2016 Q4	$11.5M	Buy	+208,730	New	+$12M	4.14%	8

Other funds holding AAXJ

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

PVH

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

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

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Barber Financial Group's AAXJ Position: Q4 2017 in Review

Barber Financial Group sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2017, closing a stake of 139,757 shares — an estimated $10.1M sold.

Barber Financial Group first reported a position in AAXJ in Q4 2016 and held it in 3 quarters. The position peaked at $12.8M in Q2 2017. 213 funds tracked by Wall St. Rank hold AAXJ as of Q4 2017.

Barber Financial Group reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2017 after selling out during the quarter.
Barber Financial Group sold 139,757 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2017, an estimated $10.1M.
Barber Financial Group first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2016 and held it in 3 quarters.
Barber Financial Group's iShares MSCI All Country Asia ex Japan ETF position peaked at $12.8M in Q2 2017.
213 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2017.

Based on Barber Financial Group's 13F filing for Q4 2017, filed 5 Feb 2018.