IP
AAXJ icon

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

Intellectus 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
2019
Q2 		– Sell
-1,770
Closed -$125K – 191
2019
Q1 		$125K Buy
+1,770
New +$121K 0.05% 210
2018
Q4 		– Sell
-3,463
Closed -$245K – 267
2018
Q3 		$245K Sell
3,463
-1,115
-24% -$79.2K 0.09% 217
2018
Q2 		$328K Sell
4,578
-60
-1% -$4.56K 0.12% 181
2018
Q1 		$360K Buy
4,638
+2,320
+100% +$183K 0.12% 173
2017
Q4 		$177K Hold
2,318
– – 0.07% 229
2017
Q3 		$167K Hold
2,318
– – 0.07% 248
2017
Q2 		$156K Buy
+2,318
New +$152K 0.07% 228

Other funds holding AAXJ

S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B 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
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return