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Marshall & Sterling Wealth Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-146
Closed -$13.3K – 340
2025
Q3 		$13.3K Buy
+146
New +$12.6K 0.01% 306

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PGDP
Pragma Gestao de Patrimonio Sao Paulo, Brazil $127M AUM 22.09% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AAXJ Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2025, closing a stake of 146 shares — an estimated $13.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in AAXJ in Q3 2025 and held it in 1 quarter. The position peaked at $13.3K in Q3 2025. 210 funds tracked by Wall St. Rank hold AAXJ as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 146 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2025, an estimated $13.3K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $13.3K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.