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Fusion Investment Group’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Fusion Investment Group’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
2015
Q4 		$591K Hold
11,070
– – 1.58% 26
2015
Q3 		$584K Buy
11,070
+1,643
+17% +$92.7K 1.38% 27
2015
Q2 		$594K Buy
+9,427
New +$628K 0.46% 53

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Fusion Investment Group's AAXJ Position: Q4 2015 in Review

Fusion Investment Group held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q4 2015 at 11,070 shares worth $591K. The position accounts for 1.58% of the portfolio, ranked #26.

Fusion Investment Group first reported a position in AAXJ in Q2 2015 and has held it in 3 quarters since. The position peaked at $594K in Q2 2015. 147 funds tracked by Wall St. Rank hold AAXJ as of Q4 2015.

  • Fusion Investment Group held 11,070 shares of iShares MSCI All Country Asia ex Japan ETF worth $591K as of Q4 2015.
  • Fusion Investment Group left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q4 2015.
  • iShares MSCI All Country Asia ex Japan ETF made up 1.58% of Fusion Investment Group's portfolio in Q4 2015, its #26 holding.
  • Fusion Investment Group first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2015 and has held it in 3 quarters since.
  • Fusion Investment Group's iShares MSCI All Country Asia ex Japan ETF position peaked at $594K in Q2 2015.
  • 147 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.