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Edge Capital Group’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Edge Capital Group’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
2024
Q4 		$914K Sell
3,277
-11,032
-77% -$838K 0.04% 174
2024
Q3 		$1.12M Hold
14,309
– – 0.05% 154
2024
Q2 		$1.03M Hold
14,309
– – 0.05% 161
2024
Q1 		$969K Hold
14,309
– – 0.05% 168
2023
Q4 		$953K Sell
14,309
-1,371
-9% -$88.1K 0.05% 169
2023
Q3 		$996K Sell
15,680
-4,135
-21% -$274K 0.06% 149
2023
Q2 		$1.32M Hold
19,815
– – 0.08% 156
2023
Q1 		$1.34M Buy
19,815
+3,545
+22% +$242K 0.08% 148
2022
Q4 		$1.05M Sell
16,270
-3,632
-18% -$224K 0.07% 137
2022
Q3 		$1.17M Sell
19,902
-31,489
-61% -$2.09M 0.1% 121
2022
Q2 		$2.84M Buy
51,391
+31,190
+154% +$2.2M 0.25% 82
2022
Q1 		$1.52M Hold
20,201
– – 0.1% 122
2021
Q4 		$1.67M Sell
20,201
-111
-0.5% -$9.46K 0.12% 113
2021
Q3 		$1.73M Sell
20,312
-44
-0.2% -$3.89K 0.14% 110
2021
Q2 		$1.92M Buy
20,356
+15
+0.1% +$1.4K 0.15% 99
2021
Q1 		$1.89M Sell
20,341
-21
-0.1% -$2.01K 0.16% 98
2020
Q4 		$1.82M Buy
20,362
+3
+0% +$251 0.15% 102
2020
Q3 		$1.57M Sell
20,359
-2,974
-13% -$227K 0.16% 100
2020
Q2 		$1.61M Buy
23,333
+65
+0.3% +$4.22K 0.17% 96
2020
Q1 		$1.39M Sell
23,268
-8,773
-27% -$602K 0.17% 94
2019
Q4 		$2.35M Buy
32,041
+14
+0% +$979 0.23% 79
2019
Q3 		$2.12M Sell
32,027
-12,970
-29% -$870K 0.21% 84
2019
Q2 		$3.14M Buy
44,997
+7
+0% +$486 0.3% 69
2019
Q1 		$3.18M Hold
44,990
– – 0.31% 68
2018
Q4 		$2.86M Buy
+44,990
New +$2.92M 0.31% 70

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Edge Capital Group's AAXJ Position: Q4 2024 in Review

Edge Capital Group reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 77% in Q4 2024, selling an estimated $838K and leaving 3,277 shares worth $914K. The position accounts for 0.04% of the portfolio, ranked #174.

Edge Capital Group first reported a position in AAXJ in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.18M in Q1 2019. 182 funds tracked by Wall St. Rank hold AAXJ as of Q4 2024.

  • Edge Capital Group held 3,277 shares of iShares MSCI All Country Asia ex Japan ETF worth $914K as of Q4 2024.
  • Edge Capital Group sold 11,032 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2024, an estimated $838K.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.04% of Edge Capital Group's portfolio in Q4 2024, its #174 holding.
  • Edge Capital Group first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares MSCI All Country Asia ex Japan ETF position peaked at $3.18M in Q1 2019.
  • 182 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.