Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$33K	Hold	276	–	–	﹤0.01%	465
2026 Q1	$28.3K	Hold	276	–	–	﹤0.01%	464
2025 Q4	$28.2K	Buy	276 +1	+0.4%	+$93	﹤0.01%	455
2025 Q3	$25.8K	Hold	275	–	–	﹤0.01%	466
2025 Q2	$22.7K	Buy	275 +1	+0.4%	+$76	﹤0.01%	446
2025 Q1	$19.9K	Hold	274	–	–	﹤0.01%	445
2024 Q4	$19.6K	Buy	274 +1	+0.4%	+$76	﹤0.01%	457
2024 Q3	$21.1K	Hold	273	–	–	﹤0.01%	455
2024 Q2	$20.4K	Hold	273	–	–	﹤0.01%	451
2024 Q1	$18.1K	Hold	273	–	–	﹤0.01%	465
2023 Q4	$17.2K	Buy	273 +2	+0.7%	+$129	﹤0.01%	469
2023 Q3	$17K	Hold	271	–	–	﹤0.01%	495
2023 Q2	$18K	Buy	271 +1	+0.4%	+$67	﹤0.01%	509
2023 Q1	$18.4K	Hold	270	–	–	﹤0.01%	478
2022 Q4	$17.5K	Buy	270 +1	+0.4%	+$62	﹤0.01%	472
2022 Q3	$16K	Hold	269	–	–	﹤0.01%	496
2022 Q2	$19K	Hold	269	–	–	﹤0.01%	508
2022 Q1	$20K	Hold	269	–	–	﹤0.01%	515
2021 Q4	$22K	Buy	269 +2	+0.7%	+$170	﹤0.01%	527
2021 Q3	$23K	Hold	267	–	–	﹤0.01%	514
2021 Q2	$25K	Buy	+267	New	+$25K	﹤0.01%	522
2021 Q1	–	Sell	-267	Closed	-$24K	–	299
2020 Q4	$24K	Buy	267 +1	+0.4%	+$84	﹤0.01%	490
2020 Q3	$21K	Hold	266	–	–	﹤0.01%	462
2020 Q2	$18K	Sell	266 -1,690	-86%	-$110K	﹤0.01%	460
2020 Q1	$117K	Sell	1,956 -870	-31%	-$59.7K	﹤0.01%	283
2019 Q4	$208K	Buy	2,826 +1	+0%	+$70	﹤0.01%	268
2019 Q3	$187K	Hold	2,825	–	–	﹤0.01%	272
2019 Q2	$197K	Buy	2,825 +1	+0%	+$69	﹤0.01%	268
2019 Q1	$200K	Hold	2,824	–	–	﹤0.01%	257
2018 Q4	$179K	Buy	2,824 +1	+0%	+$65	﹤0.01%	261
2018 Q3	$199K	Hold	2,823	–	–	﹤0.01%	271
2018 Q2	$202K	Sell	2,823 -3,740	-57%	-$284K	﹤0.01%	275
2018 Q1	$509K	Sell	6,563 -150	-2%	-$11.8K	0.01%	200
2017 Q4	$512K	Buy	6,713 +2	+0%	+$151	0.01%	199
2017 Q3	$485K	Hold	6,711	–	–	0.01%	197
2017 Q2	$475K	Hold	6,711	–	–	0.01%	195
2017 Q1	$422K	Hold	6,711	–	–	0.01%	202
2016 Q4	$369K	Buy	6,711 +1	+0%	+$58	0.01%	212
2016 Q3	$406K	Sell	6,710 -4,120	-38%	-$241K	0.01%	201
2016 Q2	$592K	Hold	10,830	–	–	0.01%	174
2016 Q1	$592K	Hold	10,830	–	–	0.01%	175
2015 Q4	$578K	Buy	10,830 +2,902	+37%	+$162K	0.01%	185
2015 Q3	$499K	Hold	7,928	–	–	0.01%	202
2015 Q2	$499K	Hold	7,928	–	–	0.01%	202
2015 Q1	$507K	Hold	7,928	–	–	0.01%	207
2014 Q4	$483K	Buy	7,928 +1	+0%	+$61	0.01%	198
2014 Q3	$486K	Sell	7,927 -4,174	-34%	-$270K	0.01%	192
2014 Q2	$759K	Hold	12,101	–	–	0.02%	159
2014 Q1	$715K	Hold	12,101	–	–	0.02%	164
2013 Q4	$730K	Sell	12,101 -840	-6%	-$50.4K	0.02%	163
2013 Q3	$754K	Buy	12,941 +1	+0%	+$57	0.02%	157
2013 Q2	$709K	Buy	+12,940	New	+$753K	0.02%	171

Other funds holding AAXJ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AAXJ Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q2 2026 at 276 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AAXJ in Q2 2013 and has held it in 52 quarters since. The position peaked at $759K in Q2 2014. 122 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 276 shares of iShares MSCI All Country Asia ex Japan ETF worth $33K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q2 2026.
iShares MSCI All Country Asia ex Japan ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #465 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $759K in Q2 2014.
122 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.