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

Evercore 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
2026 Q1	$2.5M	Hold	25,985	–	–	0.04%	139
2025 Q4	$2.42M	Hold	25,985	–	–	0.04%	147
2025 Q3	$2.37M	Sell	25,985 -175	-0.7%	-$15.1K	0.03%	147
2025 Q2	$2.16M	Sell	26,160 -294	-1%	-$22.5K	0.03%	149
2025 Q1	$1.96M	Buy	26,454 +12	+0%	+$888	0.03%	158
2024 Q4	$1.91M	Hold	26,442	–	–	0.03%	157
2024 Q3	$2.07M	Sell	26,442 -397	-1%	-$28.9K	0.03%	154
2024 Q2	$1.93M	Hold	26,839	–	–	0.03%	162
2024 Q1	$1.82M	Hold	26,839	–	–	0.03%	169
2023 Q4	$1.79M	Sell	26,839 -2,275	-8%	-$146K	0.03%	173
2023 Q3	$1.85M	Sell	29,114 -2,900	-9%	-$192K	0.03%	162
2023 Q2	$2.13M	Hold	32,014	–	–	0.04%	150
2023 Q1	$2.17M	Sell	32,014 -1,035	-3%	-$70.7K	0.04%	146
2022 Q4	$2.14M	Sell	33,049 -6	-0%	-$371	0.04%	149
2022 Q3	$1.94M	Sell	33,055 -1,710	-5%	-$113K	0.04%	144
2022 Q2	$2.4M	Sell	34,765 -2,128	-6%	-$150K	0.05%	137
2022 Q1	$2.77M	Sell	36,893 -19,057	-34%	-$1.51M	0.05%	139
2021 Q4	$4.63M	Sell	55,950 -2,428	-4%	-$207K	0.08%	112
2021 Q3	$4.96M	Sell	58,378 -2,212	-4%	-$196K	0.09%	104
2021 Q2	$5.73M	Sell	60,590 -3,300	-5%	-$309K	0.1%	98
2021 Q1	$5.92M	Buy	63,890 +165	+0.3%	+$15.8K	0.12%	95
2020 Q4	$5.71M	Sell	63,725 -388	-0.6%	-$32.5K	0.12%	94
2020 Q3	$4.95M	Sell	64,113 -2,726	-4%	-$208K	0.12%	89
2020 Q2	$4.62M	Sell	66,839 -7,247	-10%	-$471K	0.12%	89
2020 Q1	$4.42M	Sell	74,086 -7,644	-9%	-$524K	0.15%	84
2019 Q4	$6.01M	Sell	81,730 -3,217	-4%	-$225K	0.16%	80
2019 Q3	$5.63M	Sell	84,947 -2,746	-3%	-$184K	0.17%	81
2019 Q2	$6.12M	Sell	87,693 -13,949	-14%	-$969K	0.19%	76
2019 Q1	$7.18M	Sell	101,642 -639	-0.6%	-$43.6K	0.23%	72
2018 Q4	$6.5M	Buy	102,281 +8,617	+9%	+$559K	0.25%	72
2018 Q3	$6.61M	Buy	93,664 +645	+0.7%	+$45.8K	0.21%	76
2018 Q2	$6.67M	Buy	93,019 +1,473	+2%	+$112K	0.23%	71
2018 Q1	$7.1M	Sell	91,546 -1,309	-1%	-$103K	0.27%	70
2017 Q4	$7.08M	Sell	92,855 -2,436	-3%	-$184K	0.26%	69
2017 Q3	$6.88M	Sell	95,291 -2,065	-2%	-$147K	0.27%	72
2017 Q2	$6.57M	Buy	97,356 +479	+0.5%	+$31.5K	0.25%	77
2017 Q1	$6.1M	Sell	96,877 -1,991	-2%	-$120K	0.24%	78
2016 Q4	$5.43M	Buy	98,868 +20,630	+26%	+$1.19M	0.23%	79
2016 Q3	$4.74M	Sell	78,238 -1,771	-2%	-$104K	0.2%	91
2016 Q2	$4.38M	Sell	80,009 -11,087	-12%	-$593K	0.19%	94
2016 Q1	$4.98M	Sell	91,096 -29,493	-24%	-$1.49M	0.22%	87
2015 Q4	$6.44M	Buy	120,589 +97,864	+431%	+$5.45M	0.3%	74
2015 Q3	$1.2M	Buy	22,725 +17,392	+326%	+$982K	0.06%	171
2015 Q2	$336K	Buy	5,333 +903	+20%	+$60.2K	0.02%	331
2015 Q1	$284K	Buy	4,430 +865	+24%	+$54.3K	0.01%	360
2014 Q4	$217K	Buy	+3,565	New	+$219K	0.01%	346
2014 Q3	–	Sell	-1,225	Closed	-$77K	–	933
2014 Q2	$77K	Sell	1,225 -321	-21%	-$19.7K	﹤0.01%	548
2014 Q1	$90K	Buy	1,546 +37	+2%	+$2.12K	0.01%	501
2013 Q4	$91K	Buy	1,509 +1,125	+293%	+$67.5K	0.01%	469
2013 Q3	$22K	Sell	384 -4,470	-92%	-$253K	﹤0.01%	668
2013 Q2	$265K	Buy	+4,854	New	+$282K	0.02%	365