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

Lockerman Financial Group’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
Q2 		– Sell
-45,000
Closed -$3.38M – 61
2022
Q1 		$3.38M Buy
45,000
+9,760
+28% +$773K 9.13% 1
2021
Q4 		$2.91M Buy
+35,240
New +$3M 7.62% 3

Other funds holding AAXJ

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lockerman Financial Group's AAXJ Position: Q2 2022 in Review

Lockerman Financial Group sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2022, closing a stake of 45,000 shares — an estimated $3.38M sold.

Lockerman Financial Group first reported a position in AAXJ in Q4 2021 and held it in 2 quarters. The position peaked at $3.38M in Q1 2022. 219 funds tracked by Wall St. Rank hold AAXJ as of Q2 2022.

  • Lockerman Financial Group reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 45,000 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2022, an estimated $3.38M.
  • Lockerman Financial Group first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2021 and held it in 2 quarters.
  • Lockerman Financial Group's iShares MSCI All Country Asia ex Japan ETF position peaked at $3.38M in Q1 2022.
  • 219 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2022.

Based on Lockerman Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.