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

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-19	Closed	-$1K	–	408
2022 Q2	$1K	Sell	19 -35	-65%	-$2.47K	﹤0.01%	1846
2022 Q1	$4K	Hold	54	–	–	﹤0.01%	1654
2021 Q4	$4K	Buy	54 +35	+184%	+$2.98K	﹤0.01%	1744
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	1901
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	1837
2021 Q1	$2K	Hold	19	–	–	﹤0.01%	1739
2020 Q4	$2K	Buy	+19	New	+$1.59K	﹤0.01%	1602
2018 Q1	–	Sell	-450	Closed	-$36K	–	946
2017 Q4	$36K	Buy	+450	New	+$33.9K	0.03%	343

Other funds holding AAXJ

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AIIMS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's AAXJ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in AAXJ in Q4 2017 and held it in 8 quarters. The position peaked at $36K in Q4 2017. 187 funds tracked by Wall St. Rank hold AAXJ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 19 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2017 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI All Country Asia ex Japan ETF position peaked at $36K in Q4 2017.
187 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.