Lugano Financial Advisors SA (LFA)’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023 Q3	–	Sell	-1,011	Closed	-$67.2K	–	180
2023 Q2	$67.2K	Buy	1,011 +714	+240%	+$47.7K	0.04%	119
2023 Q1	$20.2K	Sell	297 -714	-71%	-$48.8K	0.02%	101
2022 Q4	$65.5K	Hold	1,011	–	–	0.05%	80
2022 Q3	$59K	Hold	1,011	–	–	0.05%	81
2022 Q2	$69K	Hold	1,011	–	–	0.05%	81
2022 Q1	$75K	Hold	1,011	–	–	0.05%	77
2021 Q4	$84K	Sell	1,011 -52,502	-98%	-$4.47M	0.05%	77
2021 Q3	$4.54M	Buy	53,513 +760	+1%	+$67.2K	2.98%	10
2021 Q2	$4.99M	Buy	52,753 +594	+1%	+$55.6K	3.14%	11
2021 Q1	$4.83M	Buy	52,159 +51,089	+4,775%	+$4.9M	3.38%	11
2020 Q4	$96K	Hold	1,070	–	–	0.07%	78
2020 Q3	$83K	Hold	1,070	–	–	0.08%	83
2020 Q2	$75K	Buy	+1,070	New	+$69.5K	0.08%	85
2019 Q2	$35K	Hold	500	–	–	0.02%	111
2019 Q1	$35K	Hold	500	–	–	0.02%	111
2018 Q4	$35K	Hold	500	–	–	0.02%	140
2018 Q3	$35K	Buy	+500	New	+$35.5K	0.02%	140

Other funds holding AAXJ

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

AIIMS

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

OMC

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s AAXJ Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2023, closing a stake of 1,011 shares — an estimated $67.2K sold.

Lugano Financial Advisors SA (LFA) first reported a position in AAXJ in Q3 2018 and held it in 17 quarters. The position peaked at $4.99M in Q2 2021. 181 funds tracked by Wall St. Rank hold AAXJ as of Q3 2023.

Lugano Financial Advisors SA (LFA) reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 1,011 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2023, an estimated $67.2K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2018 and held it in 17 quarters.
Lugano Financial Advisors SA (LFA)'s iShares MSCI All Country Asia ex Japan ETF position peaked at $4.99M in Q2 2021.
181 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.