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

Edge 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
2021
Q4 		– Sell
-10
Closed -$1K – 520
2021
Q3 		$1K Hold
10
– – ﹤0.01% 461
2021
Q2 		$1K Hold
10
– – ﹤0.01% 392
2021
Q1 		$1K Hold
10
– – ﹤0.01% 388
2020
Q4 		$1K Buy
+10
New +$838 ﹤0.01% 336

Other funds holding AAXJ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Edge Wealth Management's AAXJ Position: Q4 2021 in Review

Edge Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in AAXJ in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 262 funds tracked by Wall St. Rank hold AAXJ as of Q4 2021.

  • Edge Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2021 after selling out during the quarter.
  • Edge Wealth Management sold 10 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2021, an estimated $1K.
  • Edge Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2020 and held it in 4 quarters.
  • Edge Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $1K in Q3 2021.
  • 262 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2021.

Based on Edge Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.