Founders Financial Securities’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Founders Financial Securities’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	-20,468	Closed	-$1.36M	–	333
2023 Q2	$1.36M	Sell	20,468 -17,853	-47%	-$1.19M	0.18%	108
2023 Q1	$2.6M	Buy	+38,321	New	+$2.62M	0.38%	60
2021 Q2	–	Sell	-26,071	Closed	-$2.42M	–	294
2021 Q1	$2.42M	Buy	26,071 +1,062	+4%	+$102K	0.56%	34
2020 Q4	$2.24M	Buy	+25,009	New	+$2.09M	0.54%	39

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 $2.31B AUM 33.7% 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

Founders Financial Securities's AAXJ Position: Q3 2023 in Review

Founders Financial Securities sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2023, closing a stake of 20,468 shares — an estimated $1.36M sold.

Founders Financial Securities first reported a position in AAXJ in Q4 2020 and held it in 4 quarters. The position peaked at $2.6M in Q1 2023. 181 funds tracked by Wall St. Rank hold AAXJ as of Q3 2023.

Founders Financial Securities reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2023 after selling out during the quarter.
Founders Financial Securities sold 20,468 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2023, an estimated $1.36M.
Founders Financial Securities first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2020 and held it in 4 quarters.
Founders Financial Securities's iShares MSCI All Country Asia ex Japan ETF position peaked at $2.6M in Q1 2023.
181 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2023.

Based on Founders Financial Securities's 13F filing for Q3 2023, filed 17 Oct 2023.