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Evolution Wealth Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Evolution Wealth Advisors’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 		$418K Buy
4,338
+334
+8% +$33.5K 0.04% 118
2025
Q4 		$373K Sell
4,004
-59,753
-94% -$5.55M 0.04% 118
2025
Q3 		$5.82M Sell
63,757
-770
-1% -$66.5K 0.78% 26
2025
Q2 		$5.33M Sell
64,527
-743
-1% -$56.8K 0.78% 24
2025
Q1 		$4.83M Sell
65,270
-3,362
-5% -$249K 0.81% 25
2024
Q4 		$4.95M Buy
68,632
+5,559
+9% +$422K 0.83% 24
2024
Q3 		$4.95M Sell
63,073
-2,065
-3% -$150K 0.89% 25
2024
Q2 		$4.69M Sell
65,138
-470
-0.7% -$33K 0.91% 27
2024
Q1 		$4.44M Buy
65,608
+928
+1% +$60.8K 0.85% 25
2023
Q4 		$4.31M Sell
64,680
-1,490
-2% -$95.8K 0.87% 28
2023
Q3 		$4.2M Sell
66,170
-840
-1% -$55.7K 0.94% 30
2023
Q2 		$4.45M Sell
67,010
-815
-1% -$54.4K 0.98% 27
2023
Q1 		$4.6M Sell
67,825
-750
-1% -$51.2K 1.1% 26
2022
Q4 		$4.44M Buy
68,575
+39,961
+140% +$2.47M 1.12% 26
2022
Q3 		$1.68M Sell
28,614
-30,902
-52% -$2.05M 0.46% 37
2022
Q2 		$4.12M Sell
59,516
-165
-0.3% -$11.6K 1.04% 25
2022
Q1 		$4.48M Sell
59,681
-41,655
-41% -$3.3M 0.92% 26
2021
Q4 		$8.38K Sell
101,336
-31,033
-23% -$2.64M 1.27% 18
2021
Q3 		$11.2M Buy
132,369
+7,185
+6% +$635K 2.41% 14
2021
Q2 		$11.8M Buy
125,184
+942
+0.8% +$88.1K 2.4% 15
2021
Q1 		$11.5M Buy
124,242
+25,570
+26% +$2.45M 2.57% 11
2020
Q4 		$8.84M Buy
98,672
+98,055
+15,892% +$8.21M 1.99% 16
2020
Q3 		$48K Hold
617
– – 0.01% 184
2020
Q2 		$43K Hold
617
– – 0.01% 152
2020
Q1 		$37K Hold
617
– – 0.01% 124
2019
Q4 		$45K Hold
617
– – 0.01% 157
2019
Q3 		$41K Buy
+617
New +$41.4K 0.02% 59

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 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
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
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

Evolution Wealth Advisors's AAXJ Position: Q1 2026 in Review

Evolution Wealth Advisors increased its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 8.3% in Q1 2026, buying an estimated $33.5K and bringing the position to 4,338 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #118.

Evolution Wealth Advisors first reported a position in AAXJ in Q3 2019 and has held it in 27 quarters since. The position peaked at $11.8M in Q2 2021. 214 funds tracked by Wall St. Rank hold AAXJ as of Q1 2026.

  • Evolution Wealth Advisors held 4,338 shares of iShares MSCI All Country Asia ex Japan ETF worth $418K as of Q1 2026.
  • Evolution Wealth Advisors bought 334 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2026, an estimated $33.5K.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.04% of Evolution Wealth Advisors's portfolio in Q1 2026, its #118 holding.
  • Evolution Wealth Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2019 and has held it in 27 quarters since.
  • Evolution Wealth Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $11.8M in Q2 2021.
  • 214 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.