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Essex Savings Bank’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-600
Closed -$42K – 178
2019
Q2 		$42K Sell
600
-300
-33% -$20.8K 0.01% 465
2019
Q1 		$64K Hold
900
– – 0.04% 264
2018
Q4 		$57K Buy
+900
New +$58.4K 0.04% 276

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Essex Savings Bank's AAXJ Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2019, closing a stake of 600 shares — an estimated $42K sold.

Essex Savings Bank first reported a position in AAXJ in Q4 2018 and held it in 3 quarters. The position peaked at $64K in Q1 2019. 189 funds tracked by Wall St. Rank hold AAXJ as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 600 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2019, an estimated $42K.
  • Essex Savings Bank first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's iShares MSCI All Country Asia ex Japan ETF position peaked at $64K in Q1 2019.
  • 189 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.