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

BigSur 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
2026 Q2	$628K	Hold	5,260	–	–	0.15%	116
2026 Q1	$506K	Hold	5,260	–	–	0.14%	122
2025 Q4	$490K	Hold	5,260	–	–	0.12%	119
2025 Q3	$480K	Hold	5,260	–	–	0.12%	121
2025 Q2	$435K	Hold	5,260	–	–	0.11%	127
2025 Q1	$389K	Hold	5,260	–	–	0.11%	126
2024 Q4	$380K	Hold	5,260	–	–	0.11%	123
2024 Q3	$413K	Hold	5,260	–	–	0.11%	124
2024 Q2	$379K	Hold	5,260	–	–	0.12%	121
2024 Q1	$356K	Hold	5,260	–	–	0.11%	120
2023 Q4	$350K	Sell	5,260 -400	-7%	-$25.7K	0.17%	87
2023 Q3	$359K	Hold	5,660	–	–	0.18%	86
2023 Q2	$376K	Hold	5,660	–	–	0.18%	91
2023 Q1	$384K	Hold	5,660	–	–	0.18%	94
2022 Q4	$367K	Hold	5,660	–	–	0.18%	93
2022 Q3	$331K	Hold	5,660	–	–	0.17%	92
2022 Q2	$392K	Hold	5,660	–	–	0.18%	90
2022 Q1	$425K	Hold	5,660	–	–	0.17%	93
2021 Q4	$468K	Hold	5,660	–	–	0.18%	89
2021 Q3	$481K	Hold	5,660	–	–	0.22%	84
2021 Q2	$535K	Sell	5,660 -1,300	-19%	-$122K	0.24%	79
2021 Q1	$645K	Buy	6,960 +1,300	+23%	+$125K	0.33%	70
2020 Q4	$507K	Hold	5,660	–	–	0.29%	71
2020 Q3	$437K	Buy	5,660 +400	+8%	+$30.5K	0.28%	69
2020 Q2	$364K	Hold	5,260	–	–	0.26%	67
2020 Q1	$314K	Sell	5,260 -400	-7%	-$27.4K	0.24%	76
2019 Q4	$416K	Hold	5,660	–	–	0.24%	80
2019 Q3	$375K	Hold	5,660	–	–	0.25%	77
2019 Q2	$400K	Hold	5,660	–	–	0.28%	71
2019 Q1	$400K	Hold	5,660	–	–	0.26%	70
2018 Q4	$360K	Hold	5,660	–	–	0.26%	69
2018 Q3	$400K	Hold	5,660	–	–	0.25%	66
2018 Q2	$406K	Hold	5,660	–	–	0.3%	64
2018 Q1	$439K	Hold	5,660	–	–	0.31%	64
2017 Q4	$432K	Buy	+5,660	New	+$427K	0.43%	52

Other funds holding AAXJ

BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BigSur Wealth Management's AAXJ Position: Q2 2026 in Review

BigSur Wealth Management held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q2 2026 at 5,260 shares worth $628K. The position accounts for 0.15% of the portfolio, ranked #116.

BigSur Wealth Management first reported a position in AAXJ in Q4 2017 and has held it in 35 quarters since. The position peaked at $645K in Q1 2021. 37 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

BigSur Wealth Management held 5,260 shares of iShares MSCI All Country Asia ex Japan ETF worth $628K as of Q2 2026.
BigSur Wealth Management left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q2 2026.
iShares MSCI All Country Asia ex Japan ETF made up 0.15% of BigSur Wealth Management's portfolio in Q2 2026, its #116 holding.
BigSur Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2017 and has held it in 35 quarters since.
BigSur Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $645K in Q1 2021.
37 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.