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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
Q2 		$3.1M Hold
25,985
– – 0.04% 134
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

Other funds holding AAXJ

JP Morgan Chase
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
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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evercore Wealth Management's AAXJ Position: Q2 2026 in Review

Evercore Wealth Management held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q2 2026 at 25,985 shares worth $3.1M. The position accounts for 0.04% of the portfolio, ranked #134.

Evercore Wealth Management first reported a position in AAXJ in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.18M in Q1 2019. 221 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

  • Evercore Wealth Management held 25,985 shares of iShares MSCI All Country Asia ex Japan ETF worth $3.1M as of Q2 2026.
  • Evercore Wealth Management left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q2 2026.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.04% of Evercore Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Evercore Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $7.18M in Q1 2019.
  • 221 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.