Marcuard Family Office’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Marcuard Family Office’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
2014 Q2	–	Sell	-13,000	Closed	-$768K	–	24
2014 Q1	$768K	Sell	13,000 -6,203	-32%	-$356K	1.86%	13
2013 Q4	$1.16M	Hold	19,203	–	–	2.49%	11
2013 Q3	$1.12M	Buy	19,203 +8,403	+78%	+$475K	2.14%	16
2013 Q2	$592K	Buy	+10,800	New	+$628K	0.95%	25

Other funds holding AAXJ

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TODC

Trustees of Dartmouth College Hanover, New Hampshire $252M AUM 12.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Marcuard Family Office's AAXJ Position: Q2 2014 in Review

Marcuard Family Office sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2014, closing a stake of 13,000 shares — an estimated $768K sold.

Marcuard Family Office first reported a position in AAXJ in Q2 2013 and held it in 4 quarters. The position peaked at $1.16M in Q4 2013. 131 funds tracked by Wall St. Rank hold AAXJ as of Q2 2014.

Marcuard Family Office reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2014 after selling out during the quarter.
Marcuard Family Office sold 13,000 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2014, an estimated $768K.
Marcuard Family Office first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2013 and held it in 4 quarters.
Marcuard Family Office's iShares MSCI All Country Asia ex Japan ETF position peaked at $1.16M in Q4 2013.
131 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2014.

Based on Marcuard Family Office's 13F filing for Q2 2014, filed 14 Aug 2014.