Goelzer Investment Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Goelzer Investment 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	$799K	Hold	6,693	–	–	0.03%	196
2026 Q1	$644K	Hold	6,693	–	–	0.03%	207
2025 Q4	$623K	Hold	6,693	–	–	0.03%	199
2025 Q3	$611K	Hold	6,693	–	–	0.03%	177
2025 Q2	$553K	Hold	6,693	–	–	0.03%	181
2025 Q1	$495K	Hold	6,693	–	–	0.03%	183
2024 Q4	$483K	Hold	6,693	–	–	0.03%	184
2024 Q3	$525K	Hold	6,693	–	–	0.03%	173
2024 Q2	$482K	Hold	6,693	–	–	0.03%	178
2024 Q1	$453K	Hold	6,693	–	–	0.03%	190
2023 Q4	$446K	Hold	6,693	–	–	0.03%	189
2023 Q3	$425K	Hold	6,693	–	–	0.03%	181
2023 Q2	$445K	Hold	6,693	–	–	0.04%	185
2023 Q1	$454K	Hold	6,693	–	–	0.04%	188
2022 Q4	$434K	Hold	6,693	–	–	0.04%	196
2022 Q3	$392K	Hold	6,693	–	–	0.04%	192
2022 Q2	$463K	Hold	6,693	–	–	0.04%	179
2022 Q1	$502K	Hold	6,693	–	–	0.04%	173
2021 Q4	$554K	Hold	6,693	–	–	0.05%	177
2021 Q3	$568K	Hold	6,693	–	–	0.05%	171
2021 Q2	$632K	Hold	6,693	–	–	0.05%	169
2021 Q1	$620K	Hold	6,693	–	–	0.05%	164
2020 Q4	$600K	Sell	6,693 -870	-12%	-$72.9K	0.06%	163
2020 Q3	$584K	Hold	7,563	–	–	0.05%	185
2020 Q2	$523K	Hold	7,563	–	–	0.05%	184
2020 Q1	$452K	Hold	7,563	–	–	0.05%	191
2019 Q4	$556K	Hold	7,563	–	–	0.05%	195
2019 Q3	$502K	Hold	7,563	–	–	0.05%	190
2019 Q2	$528K	Hold	7,563	–	–	0.05%	191
2019 Q1	$535K	Buy	7,563 +870	+13%	+$59.4K	0.05%	202
2018 Q4	$425K	Hold	6,693	–	–	0.05%	169
2018 Q3	$473K	Sell	6,693 -77	-1%	-$5.47K	0.05%	168
2018 Q2	$485K	Hold	6,770	–	–	0.06%	169
2018 Q1	$525K	Hold	6,770	–	–	0.06%	163
2017 Q4	$516K	Hold	6,770	–	–	0.06%	165
2017 Q3	$489K	Hold	6,770	–	–	0.06%	161
2017 Q2	$457K	Hold	6,770	–	–	0.06%	158
2017 Q1	$426K	Hold	6,770	–	–	0.05%	160
2016 Q4	$372K	Hold	6,770	–	–	0.05%	170
2016 Q3	$410K	Hold	6,770	–	–	0.06%	167
2016 Q2	$370K	Hold	6,770	–	–	0.05%	173
2016 Q1	$370K	Hold	6,770	–	–	0.05%	172
2015 Q4	$362K	Sell	6,770 -360	-5%	-$20.1K	0.05%	175
2015 Q3	$376K	Sell	7,130 -345	-5%	-$19.5K	0.06%	166
2015 Q2	$471K	Hold	7,475	–	–	0.07%	161
2015 Q1	$478K	Sell	7,475 -740	-9%	-$46.5K	0.07%	157
2014 Q4	$501K	Sell	8,215 -6,663	-45%	-$409K	0.08%	159
2014 Q3	$912K	Sell	14,878 -340	-2%	-$22K	0.15%	143
2014 Q2	$954K	Sell	15,218 -1,420	-9%	-$87K	0.16%	139
2014 Q1	$983K	Hold	16,638	–	–	0.18%	137
2013 Q4	$1M	Hold	16,638	–	–	0.18%	136
2013 Q3	$970K	Sell	16,638 -16,806	-50%	-$950K	0.2%	131
2013 Q2	$1.83M	Buy	+33,444	New	+$1.95M	0.2%	133

Other funds holding AAXJ

BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Goelzer Investment Management's AAXJ Position: Q2 2026 in Review

Goelzer Investment Management held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q2 2026 at 6,693 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #196.

Goelzer Investment Management first reported a position in AAXJ in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.83M in Q2 2013. 59 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

Goelzer Investment Management held 6,693 shares of iShares MSCI All Country Asia ex Japan ETF worth $799K as of Q2 2026.
Goelzer Investment 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 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #196 holding.
Goelzer Investment Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2013 and has held it in 53 quarters since.
Goelzer Investment Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $1.83M in Q2 2013.
59 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.