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Mount Yale Investment Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Mount Yale Investment 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
2026
Q2 		$237K Buy
+1,983
New +$223K ﹤0.01% 1084

Other funds holding AAXJ

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

Mount Yale Investment Advisors's AAXJ Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2026: 1,983 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings.

221 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

  • Mount Yale Investment Advisors held 1,983 shares of iShares MSCI All Country Asia ex Japan ETF worth $237K as of Q2 2026.
  • iShares MSCI All Country Asia ex Japan ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • iShares MSCI All Country Asia ex Japan ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1084 holding.
  • 221 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.