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

Lee Financial’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
2024
Q1 		– Sell
-434
Closed -$28.9K – 146
2023
Q4 		$28.9K Sell
434
-45
-9% -$2.89K 0.01% 276
2023
Q3 		$30.4K Sell
479
-17
-3% -$1.13K 0.01% 261
2023
Q2 		$33K Sell
496
-6
-1% -$401 0.01% 251
2023
Q1 		$34.1K Sell
502
-5
-1% -$341 0.01% 257
2022
Q4 		$32.8K Hold
507
– – 0.01% 287
2022
Q3 		$30K Sell
507
-12
-2% -$796 0.01% 282
2022
Q2 		$36K Sell
519
-588
-53% -$41.5K 0.01% 268
2022
Q1 		$83K Buy
1,107
+208
+23% +$16.5K 0.01% 199
2021
Q4 		$74K Buy
899
+662
+279% +$56.4K 0.01% 213
2021
Q3 		$20K Buy
237
+98
+71% +$8.67K ﹤0.01% 329
2021
Q2 		$13K Sell
139
-116
-45% -$10.8K ﹤0.01% 372
2021
Q1 		$24K Sell
255
-37
-13% -$3.55K 0.01% 281
2020
Q4 		$26K Sell
292
-53
-15% -$4.44K 0.01% 259
2020
Q3 		$27K Buy
345
+115
+50% +$8.76K 0.01% 280
2020
Q2 		$16K Buy
+230
New +$14.9K ﹤0.01% 301

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Lee Financial's AAXJ Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2024, closing a stake of 434 shares — an estimated $28.9K sold.

Lee Financial first reported a position in AAXJ in Q2 2020 and held it in 15 quarters. The position peaked at $83K in Q1 2022. 174 funds tracked by Wall St. Rank hold AAXJ as of Q1 2024.

  • Lee Financial reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 434 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2024, an estimated $28.9K.
  • Lee Financial first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2020 and held it in 15 quarters.
  • Lee Financial's iShares MSCI All Country Asia ex Japan ETF position peaked at $83K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.