H&H Retirement Design & Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

H&H Retirement Design & 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
2022 Q1	–	Sell	-4,354	Closed	-$340K	–	55
2021 Q4	$340K	Sell	4,354 -82,579	-95%	-$7.03M	0.21%	57
2021 Q3	$7.42M	Buy	86,933 +5,280	+6%	+$467K	4.56%	6
2021 Q2	$7.44M	Sell	81,653 -5,203	-6%	-$487K	4.56%	6
2021 Q1	$8.1M	Buy	+86,856	New	+$8.33M	4.87%	5
2020 Q3	$5.85M	Buy	75,823 +29,167	+63%	+$2.22M	4.6%	7
2020 Q2	$3.23M	Sell	46,656 -7,343	-14%	-$477K	2.86%	15
2020 Q1	$3.23M	Buy	+53,999	New	+$3.7M	3.06%	15

Other funds holding AAXJ

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

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

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

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

H&H Retirement Design & Management's AAXJ Position: Q1 2022 in Review

H&H Retirement Design & Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2022, closing a stake of 4,354 shares — an estimated $340K sold.

H&H Retirement Design & Management first reported a position in AAXJ in Q1 2020 and held it in 7 quarters. The position peaked at $8.1M in Q1 2021. 240 funds tracked by Wall St. Rank hold AAXJ as of Q1 2022.

H&H Retirement Design & Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2022 after selling out during the quarter.
H&H Retirement Design & Management sold 4,354 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2022, an estimated $340K.
H&H Retirement Design & Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2020 and held it in 7 quarters.
H&H Retirement Design & Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $8.1M in Q1 2021.
240 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2022.

Based on H&H Retirement Design & Management's 13F filing for Q1 2022, filed 11 Apr 2022.