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Independence Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Independence Advisors’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
2020
Q3 		$23K Buy
302
+196
+185% +$14.9K ﹤0.01% 143
2020
Q2 		$7K Buy
106
+1
+1% +$65 ﹤0.01% 149
2020
Q1 		$6K Buy
+105
New +$7.2K ﹤0.01% 137

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Independence Advisors's AAXJ Position: Q3 2020 in Review

Independence Advisors increased its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 185% in Q3 2020, buying an estimated $14.9K and bringing the position to 302 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Independence Advisors first reported a position in AAXJ in Q1 2020 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold AAXJ as of Q3 2020.

  • Independence Advisors held 302 shares of iShares MSCI All Country Asia ex Japan ETF worth $23K as of Q3 2020.
  • Independence Advisors bought 196 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2020, an estimated $14.9K.
  • iShares MSCI All Country Asia ex Japan ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #143 holding.
  • Independence Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2020 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.