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

Congress 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
2025
Q2 		$1.66M Sell
20,033
-1,071
-5% -$81.9K 0.02% 590
2025
Q1 		$1.56M Sell
21,104
-291
-1% -$21.5K 0.02% 548
2024
Q4 		$1.54M Buy
+21,395
New +$1.63M 0.02% 451

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PGDP
Pragma Gestao de Patrimonio Sao Paulo, Brazil $127M AUM 22.09% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's AAXJ Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 5.1% in Q2 2025, selling an estimated $81.9K and leaving 20,033 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #590.

Congress Wealth Management first reported a position in AAXJ in Q4 2024 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold AAXJ as of Q2 2025.

  • Congress Wealth Management held 20,033 shares of iShares MSCI All Country Asia ex Japan ETF worth $1.66M as of Q2 2025.
  • Congress Wealth Management sold 1,071 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2025, an estimated $81.9K.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #590 holding.
  • Congress Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2024 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.