Congress Asset Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Congress Asset 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 Q3	$1.66M	Sell	14,246 -709	-5%	-$81.4K	0.01%	304
2026 Q2	$1.78M	Sell	14,955 -677	-4%	-$76.3K	0.01%	287
2026 Q1	$1.51M	Sell	15,632 -1,711	-10%	-$171K	0.01%	319
2025 Q4	$1.61M	Sell	17,343 -1,677	-9%	-$156K	0.01%	291
2025 Q3	$1.74M	Sell	19,020 -924	-5%	-$79.8K	0.01%	292
2025 Q2	$1.65M	Sell	19,944 -1,183	-6%	-$90.5K	0.01%	295
2025 Q1	$1.56M	Sell	21,127 -444	-2%	-$32.8K	0.01%	288
2024 Q4	$1.56M	Buy	+21,571	New	+$1.64M	0.01%	295

Other funds holding AAXJ

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Congress Asset Management's AAXJ Position: Q3 2026 in Review

Congress Asset Management reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 4.7% in Q3 2026, selling an estimated $81.4K and leaving 14,246 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #304.

Congress Asset Management first reported a position in AAXJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q2 2026. 7 funds tracked by Wall St. Rank hold AAXJ as of Q3 2026.

Congress Asset Management held 14,246 shares of iShares MSCI All Country Asia ex Japan ETF worth $1.66M as of Q3 2026.
Congress Asset Management sold 709 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2026, an estimated $81.4K.
iShares MSCI All Country Asia ex Japan ETF made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #304 holding.
Congress Asset Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2024 and has held it in 8 quarters since.
Congress Asset Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $1.78M in Q2 2026.
7 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.