BigSur Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $480K | Hold |
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|
2025
Q2 | $435K | Hold |
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|
2025
Q1 | $389K | Hold |
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|
2024
Q4 | $380K | Hold |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $356K | Hold |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $359K | Hold |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $425K | Hold |
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|
2021
Q4 | $468K | Hold |
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|
2021
Q3 | $481K | Hold |
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|
2021
Q2 | $535K | Sell |
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|
2021
Q1 | $645K | Buy |
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|
2020
Q4 | $507K | Hold |
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|
2020
Q3 | $437K | Buy |
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|
2020
Q2 | $364K | Hold |
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|
2020
Q1 | $314K | Sell |
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|
2019
Q4 | $416K | Hold |
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|
2019
Q3 | $375K | Hold |
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|
2019
Q2 | $400K | Hold |
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|
2019
Q1 | $400K | Hold |
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|
2018
Q4 | $360K | Hold |
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|
2018
Q3 | $400K | Hold |
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|
2018
Q2 | $406K | Hold |
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|
2018
Q1 | $439K | Hold |
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|
2017
Q4 | $432K | Buy |
|