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

Colton Groome 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
2023 Q3	–	Sell	-18,827	Closed	-$1.25M	–	109
2023 Q2	$1.25M	Sell	18,827 -29,174	-61%	-$1.95M	0.59%	42
2023 Q1	$3.26M	Buy	+48,001	New	+$3.28M	1.55%	18
2021 Q2	–	Sell	-30,854	Closed	-$2.86M	–	100
2021 Q1	$2.86M	Buy	30,854 +3,871	+14%	+$371K	1.6%	22
2020 Q4	$2.42M	Buy	+26,983	New	+$2.26M	1.56%	22

Other funds holding AAXJ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Colton Groome Financial Advisors's AAXJ Position: Q3 2023 in Review

Colton Groome Financial Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2023, closing a stake of 18,827 shares — an estimated $1.25M sold.

Colton Groome Financial Advisors first reported a position in AAXJ in Q4 2020 and held it in 4 quarters. The position peaked at $3.26M in Q1 2023. 181 funds tracked by Wall St. Rank hold AAXJ as of Q3 2023.

Colton Groome Financial Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 18,827 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2023, an estimated $1.25M.
Colton Groome Financial Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2020 and held it in 4 quarters.
Colton Groome Financial Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $3.26M in Q1 2023.
181 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.