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Bartlett & Co Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Bartlett & Co 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
2018
Q2 		– Sell
-141
Closed -$10.9K – 710
2018
Q1 		$10.9K Buy
+141
New +$11.1K ﹤0.01% 602

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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Bartlett & Co Wealth Management's AAXJ Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2018, closing a stake of 141 shares — an estimated $10.9K sold.

Bartlett & Co Wealth Management first reported a position in AAXJ in Q1 2018 and held it in 1 quarter. The position peaked at $10.9K in Q1 2018. 210 funds tracked by Wall St. Rank hold AAXJ as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 141 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2018, an estimated $10.9K.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $10.9K in Q1 2018.
  • 210 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.