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Belpointe Asset Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-85
Closed -$5.77K – 620
2023
Q1 		$5.77K Hold
85
– – ﹤0.01% 2952
2022
Q4 		$5.51K Buy
+85
New +$5.25K ﹤0.01% 2897
2022
Q1 		– Sell
-3,416
Closed -$283K – 1222
2021
Q4 		$283K Sell
3,416
-68
-2% -$5.79K 0.02% 741
2021
Q3 		$296K Sell
3,484
-215
-6% -$19K 0.02% 687
2021
Q2 		$350K Buy
3,699
+292
+9% +$27.3K 0.03% 612
2021
Q1 		$316K Buy
3,407
+915
+37% +$87.7K 0.03% 583
2020
Q4 		$223K Buy
2,492
+1,163
+88% +$97.4K 0.02% 661
2020
Q3 		$103K Buy
+1,329
New +$101K 0.01% 761

Other funds holding AAXJ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AllianceBernstein
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
AI
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

Belpointe Asset Management's AAXJ Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2023, closing a stake of 85 shares — an estimated $5.77K sold.

Belpointe Asset Management first reported a position in AAXJ in Q3 2020 and held it in 8 quarters. The position peaked at $350K in Q2 2021. 192 funds tracked by Wall St. Rank hold AAXJ as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 85 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2023, an estimated $5.77K.
  • Belpointe Asset Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2020 and held it in 8 quarters.
  • Belpointe Asset Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $350K 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 Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.