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

Insight 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
2026
Q3 		$2.25M Buy
19,305
+727
+4% +$83.5K 0.3% 35
2026
Q2 		$2.22M Buy
18,578
+8,664
+87% +$976K 0.3% 38
2026
Q1 		$955K Buy
+9,914
New +$993K 0.13% 55

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
BFI Infinity
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Insight Wealth Partners's AAXJ Position: Q3 2026 in Review

Insight Wealth Partners increased its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 3.9% in Q3 2026, buying an estimated $83.5K and bringing the position to 19,305 shares worth $2.25M. The position accounts for 0.3% of the portfolio, ranked #35.

Insight Wealth Partners first reported a position in AAXJ in Q1 2026 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold AAXJ as of Q3 2026.

  • Insight Wealth Partners held 19,305 shares of iShares MSCI All Country Asia ex Japan ETF worth $2.25M as of Q3 2026.
  • Insight Wealth Partners bought 727 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2026, an estimated $83.5K.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.3% of Insight Wealth Partners's portfolio in Q3 2026, its #35 holding.
  • Insight Wealth Partners first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2026 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.