MB, Levis & Associates’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

MB, Levis & Associates’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 Q3	$23.2K	Hold	200	–	–	0.01%	137
2026 Q2	$23.8K	Buy	200 +1	+0.5%	+$113	0.01%	141
2026 Q1	$19.2K	Hold	199	–	–	0.01%	143
2025 Q4	$18.5K	Buy	199 +3	+2%	+$279	0.01%	143
2025 Q3	$17.9K	Hold	196	–	–	0.01%	144
2025 Q2	$16.2K	Buy	196 +1	+0.5%	+$76	0.01%	173
2025 Q1	$14.4K	Hold	195	–	–	0.01%	173
2024 Q4	$14.1K	Buy	195 +3	+2%	+$228	0.01%	173
2024 Q3	$15.1K	Hold	192	–	–	0.01%	174
2024 Q2	$13.8K	Hold	192	–	–	0.01%	174
2024 Q1	$13K	Hold	192	–	–	0.01%	176
2023 Q4	$12.8K	Buy	192 +4	+2%	+$257	0.01%	176
2023 Q3	$12K	Hold	188	–	–	0.01%	181
2023 Q2	$12.5K	Hold	188	–	–	0.01%	185
2023 Q1	$12.8K	Hold	188	–	–	0.01%	181
2022 Q4	$12.2K	Buy	+188	New	+$11.6K	0.01%	172

Other funds holding AAXJ

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $765M AUM 14.6% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

MB, Levis & Associates's AAXJ Position: Q3 2026 in Review

MB, Levis & Associates held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q3 2026 at 200 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #137.

MB, Levis & Associates first reported a position in AAXJ in Q4 2022 and has held it in 16 quarters since. The position peaked at $23.8K in Q2 2026. 120 funds tracked by Wall St. Rank hold AAXJ as of Q3 2026.

MB, Levis & Associates held 200 shares of iShares MSCI All Country Asia ex Japan ETF worth $23.2K as of Q3 2026.
MB, Levis & Associates left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q3 2026.
iShares MSCI All Country Asia ex Japan ETF made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #137 holding.
MB, Levis & Associates first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's iShares MSCI All Country Asia ex Japan ETF position peaked at $23.8K in Q2 2026.
120 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.