Modern Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Modern Wealth Management’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 Q1	$1.87M	Sell	19,292 -89	-0.5%	-$8.91K	0.03%	315
2025 Q4	$1.8M	Sell	19,381 -26	-0.1%	-$2.42K	0.03%	312
2025 Q3	$1.77M	Sell	19,407 -1,849	-9%	-$160K	0.04%	296
2025 Q2	$1.76M	Sell	21,256 -978	-4%	-$74.8K	0.04%	282
2025 Q1	$1.65M	Buy	22,234 +2,583	+13%	+$191K	0.05%	234
2024 Q4	$1.42M	Buy	19,651 +846	+4%	+$64.3K	0.05%	222
2024 Q3	$1.48M	Buy	18,805 +1,194	+7%	+$86.8K	0.09%	138
2024 Q2	$1.27M	Buy	17,611 +953	+6%	+$66.8K	0.09%	126
2024 Q1	$1.13M	Buy	+16,658	New	+$1.09M	0.1%	106

Other funds holding AAXJ

JP Morgan Chase

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

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

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

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

Pragma Gestao de Patrimonio Sao Paulo, Brazil $189M AUM 21.5% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Bank of America

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return