Lionsbridge Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Lionsbridge Wealth Management’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
2022 Q1	–	Sell	-15,735	Closed	-$1.3M	–	52
2021 Q4	$1.3M	Sell	15,735 -79	-0.5%	-$6.73K	1.4%	41
2021 Q3	$1.34M	Sell	15,814 -169	-1%	-$14.9K	1.45%	40
2021 Q2	$1.51M	Buy	15,983 +1,311	+9%	+$123K	1.61%	25
2021 Q1	$1.36M	Buy	14,672 +663	+5%	+$63.6K	1.32%	32
2020 Q4	$1.25M	Buy	+14,009	New	+$1.17M	1.36%	31

Other funds holding AAXJ

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lionsbridge Wealth Management's AAXJ Position: Q1 2022 in Review

Lionsbridge Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2022, closing a stake of 15,735 shares — an estimated $1.3M sold.

Lionsbridge Wealth Management first reported a position in AAXJ in Q4 2020 and held it in 5 quarters. The position peaked at $1.51M in Q2 2021. 240 funds tracked by Wall St. Rank hold AAXJ as of Q1 2022.

Lionsbridge Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2022 after selling out during the quarter.
Lionsbridge Wealth Management sold 15,735 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2022, an estimated $1.3M.
Lionsbridge Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2020 and held it in 5 quarters.
Lionsbridge Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $1.51M in Q2 2021.
240 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2022.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.