Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q3 		– Sell
-745
Closed -$52K – 3867
2022
Q2 		$52K Hold
745
– – ﹤0.01% 1612
2022
Q1 		$56K Hold
745
– – ﹤0.01% 1551
2021
Q4 		$62K Buy
+745
New +$63.5K ﹤0.01% 1482
2021
Q2 		$70K Hold
745
– – ﹤0.01% 1263
2021
Q1 		$70K Hold
745
– – ﹤0.01% 1263
2020
Q4 		$70K Hold
745
– – ﹤0.01% 1263
2020
Q3 		$70K Hold
745
– – ﹤0.01% 1263
2020
Q2 		$70K Hold
745
– – ﹤0.01% 1263
2020
Q1 		$70K Hold
745
– – ﹤0.01% 1263
2019
Q4 		$70K Hold
745
– – ﹤0.01% 1263
2019
Q3 		$70K Hold
745
– – ﹤0.01% 1263
2019
Q2 		$70K Hold
745
– – ﹤0.01% 1263
2019
Q1 		$70K Buy
745
+553
+288% +$37.7K ﹤0.01% 1263
2018
Q4 		$12K Sell
192
-574
-75% -$37.2K ﹤0.01% 1263
2018
Q3 		$54K Buy
766
+138
+22% +$9.8K ﹤0.01% 731
2018
Q2 		$45K Sell
628
-161
-20% -$12.2K ﹤0.01% 652
2018
Q1 		$61K Buy
789
+704
+828% +$55.4K ﹤0.01% 519
2017
Q4 		$6K Hold
85
– – ﹤0.01% 1015
2017
Q3 		$6K Sell
85
-205,233
-100% -$14.6M ﹤0.01% 1011
2017
Q2 		$13.8M Buy
205,318
+55,268
+37% +$3.63M 0.71% 41
2017
Q1 		$9.44M Buy
150,050
+148,889
+12,824% +$8.95M 0.53% 45
2016
Q4 		$64K Sell
1,161
-57,947
-98% -$3.34M ﹤0.01% 411
2016
Q3 		$3.58M Buy
59,108
+16,732
+39% +$978K 0.25% 110
2016
Q2 		$2.32M Buy
42,376
+19,950
+89% +$1.07M 0.17% 142
2016
Q1 		$1.23M Buy
22,426
+21,769
+3,313% +$1.1M 0.11% 150
2015
Q4 		$35K Buy
+657
New +$36.6K ﹤0.01% 350

Other funds holding AAXJ

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AAXJ Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2022, closing a stake of 745 shares — an estimated $52K sold.

Carson Wealth (CWM LLC) first reported a position in AAXJ in Q4 2015 and held it in 26 quarters. The position peaked at $13.8M in Q2 2017. 187 funds tracked by Wall St. Rank hold AAXJ as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 745 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2022, an estimated $52K.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2015 and held it in 26 quarters.
  • Carson Wealth (CWM LLC)'s iShares MSCI All Country Asia ex Japan ETF position peaked at $13.8M in Q2 2017.
  • 187 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.