Beaumont Financial Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Beaumont Financial Advisors’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
2019 Q4	–	Sell	-7,300	Closed	-$484K	–	283
2019 Q3	$484K	Hold	7,300	–	–	0.05%	175
2019 Q2	$509K	Hold	7,300	–	–	0.05%	148
2019 Q1	$516K	Hold	7,300	–	–	0.06%	151
2018 Q4	$464K	Sell	7,300 -85	-1%	-$5.52K	0.08%	131
2018 Q3	$521K	Hold	7,385	–	–	0.05%	146
2018 Q2	$529K	Hold	7,385	–	–	0.06%	128
2018 Q1	$573K	Buy	+7,385	New	+$581K	0.06%	124
2016 Q2	–	Sell	-13,287	Closed	-$850K	–	139
2016 Q1	$850K	Buy	+13,287	New	+$670K	0.14%	81
2015 Q4	–	Sell	-13,587	Closed	-$855K	–	123
2015 Q3	$855K	Hold	13,587	–	–	0.12%	83
2015 Q2	$855K	Sell	13,587 -1,075	-7%	-$71.6K	0.12%	83
2015 Q1	$938K	Hold	14,662	–	–	0.03%	98
2014 Q4	$893K	Buy	+14,662	New	+$901K	0.04%	96

Other funds holding AAXJ

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PVH

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

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

Beaumont Financial Advisors's AAXJ Position: Q4 2019 in Review

Beaumont Financial Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2019, closing a stake of 7,300 shares — an estimated $484K sold.

Beaumont Financial Advisors first reported a position in AAXJ in Q4 2014 and held it in 12 quarters. The position peaked at $938K in Q1 2015. 206 funds tracked by Wall St. Rank hold AAXJ as of Q4 2019.

Beaumont Financial Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2019 after selling out during the quarter.
Beaumont Financial Advisors sold 7,300 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2019, an estimated $484K.
Beaumont Financial Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2014 and held it in 12 quarters.
Beaumont Financial Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $938K in Q1 2015.
206 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2019.

Based on Beaumont Financial Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.