Core Wealth Advisors (Florida)’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Core Wealth Advisors (Florida)’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 Q4	–	Sell	-9	Closed	-$1K	–	207
2021 Q3	$1K	Sell	9 -84,484	-100%	-$7.47M	﹤0.01%	180
2021 Q2	$7.99M	Sell	84,493 -1,258	-1%	-$118K	5.33%	6
2021 Q1	$7.95M	Buy	85,751 +17,776	+26%	+$1.7M	7.01%	4
2020 Q4	$6.09M	Buy	+67,975	New	+$5.69M	5.44%	6
2020 Q3	–	Sell	-65,449	Closed	-$4.53M	–	161
2020 Q2	$4.53M	Sell	65,449 -29,737	-31%	-$1.93M	3.99%	6
2020 Q1	$5.68M	Buy	95,186 +258	+0.3%	+$17.7K	4.33%	9
2019 Q4	$6.98M	Buy	+94,928	New	+$6.64M	4.01%	9

Other funds holding AAXJ

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s AAXJ Position: Q4 2021 in Review

Core Wealth Advisors (Florida) sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2021, closing a stake of 9 shares — an estimated $1K sold.

Core Wealth Advisors (Florida) first reported a position in AAXJ in Q4 2019 and held it in 7 quarters. The position peaked at $7.99M in Q2 2021. 262 funds tracked by Wall St. Rank hold AAXJ as of Q4 2021.

Core Wealth Advisors (Florida) reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2021 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 9 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2021, an estimated $1K.
Core Wealth Advisors (Florida) first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2019 and held it in 7 quarters.
Core Wealth Advisors (Florida)'s iShares MSCI All Country Asia ex Japan ETF position peaked at $7.99M in Q2 2021.
262 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2021, filed 14 Feb 2022.