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

CT 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
2017 Q1	$116K	Hold	1,843	–	–	0.07%	190
2016 Q4	$101K	Buy	1,843 +22	+1%	+$1.27K	0.06%	200
2016 Q3	$110K	Sell	1,821 -1,375	-43%	-$80.4K	0.07%	190
2016 Q2	$175K	Sell	3,196 -457	-13%	-$24.4K	0.11%	154
2016 Q1	$200K	Sell	3,653 -875	-19%	-$44.1K	0.11%	153
2015 Q4	$242K	Buy	4,528 +62	+1%	+$3.45K	0.14%	130
2015 Q3	$236K	Buy	4,466 +24	+0.5%	+$1.35K	0.15%	123
2015 Q2	$280K	Hold	4,442	–	–	0.16%	116
2015 Q1	$284K	Hold	4,442	–	–	0.16%	117
2014 Q4	$271K	Buy	+4,442	New	+$273K	0.2%	92
2014 Q1	$284K	Buy	+4,442	New	+$255K	0.16%	117

Other funds holding AAXJ

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

CT Financial Advisors's AAXJ Position: Q1 2017 in Review

CT Financial Advisors held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q1 2017 at 1,843 shares worth $116K. The position accounts for 0.07% of the portfolio, ranked #190.

CT Financial Advisors first reported a position in AAXJ in Q1 2014 and has held it in 11 quarters since. The position peaked at $284K in Q1 2015. 152 funds tracked by Wall St. Rank hold AAXJ as of Q1 2017.

CT Financial Advisors held 1,843 shares of iShares MSCI All Country Asia ex Japan ETF worth $116K as of Q1 2017.
CT Financial Advisors left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q1 2017.
iShares MSCI All Country Asia ex Japan ETF made up 0.07% of CT Financial Advisors's portfolio in Q1 2017, its #190 holding.
CT Financial Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $284K in Q1 2015.
152 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.