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

Evermay 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
2023 Q3	–	Sell	-12	Closed	-$798	–	559
2023 Q2	$798	Sell	12 -195	-94%	-$13K	﹤0.01%	525
2023 Q1	$14.1K	Sell	207 -173	-46%	-$11.8K	﹤0.01%	385
2022 Q4	$24.6K	Buy	380 +2	+0.5%	+$124	0.01%	352
2022 Q3	$22K	Hold	378	–	–	﹤0.01%	341
2022 Q2	$26K	Hold	378	–	–	0.01%	325
2022 Q1	$28K	Hold	378	–	–	﹤0.01%	343
2021 Q4	$31K	Buy	378 +4	+1%	+$341	0.01%	323
2021 Q3	$32K	Hold	374	–	–	0.01%	303
2021 Q2	$35K	Buy	+374	New	+$35K	0.01%	320

Other funds holding AAXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evermay Wealth Management's AAXJ Position: Q3 2023 in Review

Evermay Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2023, closing a stake of 12 shares — an estimated $798 sold.

Evermay Wealth Management first reported a position in AAXJ in Q2 2021 and held it in 9 quarters. The position peaked at $35K in Q2 2021. 181 funds tracked by Wall St. Rank hold AAXJ as of Q3 2023.

Evermay Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2023 after selling out during the quarter.
Evermay Wealth Management sold 12 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2023, an estimated $798.
Evermay Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2021 and held it in 9 quarters.
Evermay Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $35K in Q2 2021.
181 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.