Evelyn Partners Asset Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Evelyn Partners Asset 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
2026 Q1	$52.4K	Hold	544	–	–	0.01%	170
2025 Q4	$50.7K	Hold	544	–	–	0.01%	153
2025 Q3	$49.6K	Hold	544	–	–	0.01%	153
2025 Q2	$44.9K	Hold	544	–	–	0.01%	137
2025 Q1	$40.3K	Hold	544	–	–	0.01%	144
2024 Q4	$39.3K	Buy	+544	New	+$41.3K	0.01%	146

Other funds holding AAXJ

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

AIIMS

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

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

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

PGDP

Pragma Gestao de Patrimonio Sao Paulo, Brazil $127M AUM 22.09% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Evelyn Partners Asset Management's AAXJ Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q1 2026 at 544 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #170.

Evelyn Partners Asset Management first reported a position in AAXJ in Q4 2024 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold AAXJ as of Q1 2026.

Evelyn Partners Asset Management held 544 shares of iShares MSCI All Country Asia ex Japan ETF worth $52.4K as of Q1 2026.
Evelyn Partners Asset Management left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q1 2026.
iShares MSCI All Country Asia ex Japan ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #170 holding.
Evelyn Partners Asset Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2024 and has held it in 6 quarters since.
215 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.