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

Northwest 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
2019
Q2 		– Sell
-75
Closed -$5K – 117
2019
Q1 		$5K Hold
75
– – ﹤0.01% 398
2018
Q4 		$5K Hold
75
– – ﹤0.01% 385
2018
Q3 		$5K Hold
75
– – ﹤0.01% 407
2018
Q2 		$5K Hold
75
– – ﹤0.01% 399
2018
Q1 		$6K Buy
+75
New +$5.9K ﹤0.01% 393

Other funds holding AAXJ

S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northwest Wealth Management's AAXJ Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2019, closing a stake of 75 shares — an estimated $5K sold.

Northwest Wealth Management first reported a position in AAXJ in Q1 2018 and held it in 5 quarters. The position peaked at $6K in Q1 2018. 204 funds tracked by Wall St. Rank hold AAXJ as of Q2 2019.

  • Northwest Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 75 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2019, an estimated $5K.
  • Northwest Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $6K in Q1 2018.
  • 204 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.