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

Kelleher Financial 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
2026
Q2 		$23.9K Buy
200
+100
+100% +$11.3K ﹤0.01% 528
2026
Q1 		$9.63K Hold
100
– – ﹤0.01% 539
2025
Q4 		$9.31K Hold
100
– – ﹤0.01% 586
2025
Q3 		$9.12K Buy
+100
New +$8.64K ﹤0.01% 511

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kelleher Financial Advisors's AAXJ Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 100% in Q2 2026, buying an estimated $11.3K and bringing the position to 200 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Kelleher Financial Advisors first reported a position in AAXJ in Q3 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

  • Kelleher Financial Advisors held 200 shares of iShares MSCI All Country Asia ex Japan ETF worth $23.9K as of Q2 2026.
  • Kelleher Financial Advisors bought 100 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2026, an estimated $11.3K.
  • iShares MSCI All Country Asia ex Japan ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #528 holding.
  • Kelleher Financial Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2025 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.