LEA
AAXJ icon

Legacy Edge Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Legacy Edge 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
2024
Q4 		– Sell
-9,290
Closed -$729K – 178
2024
Q3 		$729K Sell
9,290
-3,943
-30% -$287K 0.12% 88
2024
Q2 		$953K Sell
13,233
-56,718
-81% -$3.98M 0.18% 68
2024
Q1 		$4.74M Buy
69,951
+7,238
+12% +$475K 0.99% 28
2023
Q4 		$4.17M Buy
+62,713
New +$4.03M 0.96% 29

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $4.3B AUM 37.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Legacy Edge Advisors's AAXJ Position: Q4 2024 in Review

Legacy Edge Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2024, closing a stake of 9,290 shares — an estimated $729K sold.

Legacy Edge Advisors first reported a position in AAXJ in Q4 2023 and held it in 4 quarters. The position peaked at $4.74M in Q1 2024. 183 funds tracked by Wall St. Rank hold AAXJ as of Q4 2024.

  • Legacy Edge Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Edge Advisors sold 9,290 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2024, an estimated $729K.
  • Legacy Edge Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2023 and held it in 4 quarters.
  • Legacy Edge Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $4.74M in Q1 2024.
  • 183 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2024.

Based on Legacy Edge Advisors's 13F filing for Q4 2024, filed 17 Aug 2026.