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 Q2	$1.94M	Sell	16,230 -3,062	-16%	-$345K	0.02%	397
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 New York $1.81T AUM 41.13% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Modern Wealth Management's AAXJ Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 16% in Q2 2026, selling an estimated $345K and leaving 16,230 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #397.

Modern Wealth Management first reported a position in AAXJ in Q1 2024 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

Modern Wealth Management held 16,230 shares of iShares MSCI All Country Asia ex Japan ETF worth $1.94M as of Q2 2026.
Modern Wealth Management sold 3,062 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2026, an estimated $345K.
iShares MSCI All Country Asia ex Japan ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #397 holding.
Modern Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2024 and has held it in 10 quarters since.
221 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.