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

LVW 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 		$323K Buy
+2,709
New +$305K 0.03% 335
2026
Q1 		– Sell
-2,366
Closed -$220K – 437
2025
Q4 		$220K Buy
+2,366
New +$220K 0.02% 319

Other funds holding AAXJ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

LVW Advisors's AAXJ Position: Q2 2026 in Review

LVW Advisors opened a new position in iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2026: 2,709 shares worth $323K. The stake represents 0.03% of the portfolio and ranks #335 among its holdings. This is a return to the name: LVW Advisors previously reported a position in AAXJ as recently as Q4 2025.

LVW Advisors first reported a position in AAXJ in Q4 2025 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

  • LVW Advisors held 2,709 shares of iShares MSCI All Country Asia ex Japan ETF worth $323K as of Q2 2026.
  • iShares MSCI All Country Asia ex Japan ETF was a new LVW Advisors position in Q2 2026.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #335 holding.
  • LVW Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2025 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.