Hefty Wealth Partners’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-221	Closed	-$17K	–	240
2017 Q4	$17K	Sell	221 -12,186	-98%	-$919K	0.01%	172
2017 Q3	$896K	Sell	12,407 -3,295	-21%	-$234K	0.59%	52
2017 Q2	$1.06M	Buy	+15,702	New	+$1.03M	0.72%	45
2017 Q1	–	Sell	-171	Closed	-$9K	–	245
2016 Q4	$9K	Sell	171 -12,401	-99%	-$715K	0.01%	168
2016 Q3	$760K	Buy	+12,572	New	+$735K	0.58%	60

Other funds holding AAXJ

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hefty Wealth Partners's AAXJ Position: Q1 2018 in Review

Hefty Wealth Partners sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2018, closing a stake of 221 shares — an estimated $17K sold.

Hefty Wealth Partners first reported a position in AAXJ in Q3 2016 and held it in 5 quarters. The position peaked at $1.06M in Q2 2017. 215 funds tracked by Wall St. Rank hold AAXJ as of Q1 2018.

Hefty Wealth Partners reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 221 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2018, an estimated $17K.
Hefty Wealth Partners first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2016 and held it in 5 quarters.
Hefty Wealth Partners's iShares MSCI All Country Asia ex Japan ETF position peaked at $1.06M in Q2 2017.
215 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.