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Next Financial Group’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Next Financial Group’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
2021
Q4 		$439K Buy
5,303
+9
+0.2% +$767 0.03% 602
2021
Q3 		$450K Buy
5,294
+985
+23% +$87.1K 0.04% 509
2021
Q2 		$407K Sell
4,309
-2,185
-34% -$204K 0.03% 552
2021
Q1 		$601K Sell
6,494
-4,747
-42% -$455K 0.05% 362
2020
Q4 		$1.01M Sell
11,241
-8,212
-42% -$688K 0.1% 216
2020
Q3 		$1.5M Sell
19,453
-237
-1% -$18.1K 0.16% 131
2020
Q2 		$1.36M Buy
19,690
+533
+3% +$34.6K 0.16% 155
2020
Q1 		$1.14M Buy
19,157
+4,299
+29% +$295K 0.15% 146
2019
Q4 		$1.09M Buy
14,858
+871
+6% +$60.9K 0.11% 227
2019
Q3 		$928K Buy
13,987
+124
+0.9% +$8.32K 0.1% 242
2019
Q2 		$967K Buy
13,863
+13,737
+10,902% +$954K 0.1% 234
2019
Q1 		$9K Sell
126
-104
-45% -$7.1K ﹤0.01% 1127
2018
Q4 		$15K Buy
230
+200
+667% +$13K ﹤0.01% 1192
2018
Q3 		$2K Buy
+30
New +$2.13K ﹤0.01% 1290
2017
Q4 		– Sell
-1,426
Closed -$107K – 281
2017
Q3 		$107K Buy
1,426
+670
+89% +$47.6K 0.03% 461
2017
Q2 		$51K Sell
756
-250
-25% -$16.4K 0.01% 774
2017
Q1 		$65K Buy
1,006
+976
+3,253% +$58.7K 0.02% 631
2016
Q4 		$2K Hold
30
– – ﹤0.01% 2134
2016
Q3 		$2K Hold
30
– – ﹤0.01% 2124
2016
Q2 		$1K Hold
30
– – ﹤0.01% 1636
2016
Q1 		$1K Hold
30
– – ﹤0.01% 1601
2015
Q4 		$1K Sell
30
-9,220
-100% -$514K ﹤0.01% 1654
2015
Q3 		$487K Sell
9,250
-3,500
-27% -$198K 0.17% 133
2015
Q2 		$803K Buy
12,750
+250
+2% +$16.7K 0.28% 91
2015
Q1 		$800K Buy
12,500
+180
+1% +$11.3K 0.26% 105
2014
Q4 		$751K Sell
12,320
-515
-4% -$31.6K 0.25% 101
2014
Q3 		$787K Buy
+12,835
New +$829K 0.16% 145

Other funds holding AAXJ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Next Financial Group's AAXJ Position: Q4 2021 in Review

Next Financial Group increased its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 0.17% in Q4 2021, buying an estimated $767 and bringing the position to 5,303 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #602.

Next Financial Group first reported a position in AAXJ in Q3 2014 and has held it in 27 quarters since. The position peaked at $1.5M in Q3 2020. 262 funds tracked by Wall St. Rank hold AAXJ as of Q4 2021.

  • Next Financial Group held 5,303 shares of iShares MSCI All Country Asia ex Japan ETF worth $439K as of Q4 2021.
  • Next Financial Group bought 9 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2021, an estimated $767.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #602 holding.
  • Next Financial Group first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2014 and has held it in 27 quarters since.
  • Next Financial Group's iShares MSCI All Country Asia ex Japan ETF position peaked at $1.5M in Q3 2020.
  • 262 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.