Independent Portfolio Consultants’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$265K	Sell	3,935 -430	-10%	-$28.2K	0.11%	252
2017 Q1	$275K	Sell	4,365 -1,500	-26%	-$90.2K	0.09%	285
2016 Q4	$322K	Sell	5,865 -330	-5%	-$19K	0.11%	257
2016 Q3	$375K	Sell	6,195 -570	-8%	-$33.3K	0.12%	258
2016 Q2	$370K	Buy	6,765 +1,650	+32%	+$88.3K	0.12%	251
2016 Q1	$279K	Buy	+5,115	New	+$258K	0.08%	296

Other funds holding AAXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

PVH

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Independent Portfolio Consultants's AAXJ Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 9.9% in Q2 2017, selling an estimated $28.2K and leaving 3,935 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #252.

Independent Portfolio Consultants first reported a position in AAXJ in Q1 2016 and has held it in 6 quarters since. The position peaked at $375K in Q3 2016. 173 funds tracked by Wall St. Rank hold AAXJ as of Q2 2017.

Independent Portfolio Consultants held 3,935 shares of iShares MSCI All Country Asia ex Japan ETF worth $265K as of Q2 2017.
Independent Portfolio Consultants sold 430 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2017, an estimated $28.2K.
iShares MSCI All Country Asia ex Japan ETF made up 0.11% of Independent Portfolio Consultants's portfolio in Q2 2017, its #252 holding.
Independent Portfolio Consultants first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2016 and has held it in 6 quarters since.
Independent Portfolio Consultants's iShares MSCI All Country Asia ex Japan ETF position peaked at $375K in Q3 2016.
173 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.