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

Evelyn Partners Investment 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	$207K	Hold	2,150	–	–	0.01%	203
2025 Q4	$200K	Hold	2,150	–	–	0.01%	204
2025 Q3	$196K	Buy	2,150 +1,050	+95%	+$90.7K	0.01%	202
2025 Q2	$90.9K	Buy	1,100 +285	+35%	+$21.8K	﹤0.01%	242
2025 Q1	$60.3K	Buy	+815	New	+$60.3K	﹤0.01%	269

Other funds holding AAXJ

JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 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 $189M AUM 21.5% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Evelyn Partners Investment Management held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q1 2026 at 2,150 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #203.

Evelyn Partners Investment Management first reported a position in AAXJ in Q1 2025 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold AAXJ as of Q1 2026.

Evelyn Partners Investment Management held 2,150 shares of iShares MSCI All Country Asia ex Japan ETF worth $207K as of Q1 2026.
Evelyn Partners Investment 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 Investment Management's portfolio in Q1 2026, its #203 holding.
Evelyn Partners Investment Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2025 and has held it in 5 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 Investment Management's 13F filing for Q1 2026, filed 15 May 2026.