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

Concentrum 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
2021
Q2 		– Sell
-2,536
Closed -$235K – 57
2021
Q1 		$235K Buy
+2,536
New +$243K 0.18% 46

Other funds holding AAXJ

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Concentrum Wealth Management's AAXJ Position: Q2 2021 in Review

Concentrum Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2021, closing a stake of 2,536 shares — an estimated $235K sold.

Concentrum Wealth Management first reported a position in AAXJ in Q1 2021 and held it in 1 quarter. The position peaked at $235K in Q1 2021. 270 funds tracked by Wall St. Rank hold AAXJ as of Q2 2021.

  • Concentrum Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2021 after selling out during the quarter.
  • Concentrum Wealth Management sold 2,536 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2021, an estimated $235K.
  • Concentrum Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2021 and held it in 1 quarter.
  • Concentrum Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $235K in Q1 2021.
  • 270 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2021.

Based on Concentrum Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.