Personal Wealth Partners’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-8,995	Closed	-$675K	–	2
2022 Q1	$675K	Hold	8,995	–	–	0.29%	39
2021 Q4	$744K	Hold	8,995	–	–	0.31%	38
2021 Q3	$764K	Hold	8,995	–	–	0.32%	35
2021 Q2	$850K	Hold	8,995	–	–	0.34%	36
2021 Q1	$833K	Hold	8,995	–	–	0.38%	35
2020 Q4	$806K	Hold	8,995	–	–	0.38%	29
2020 Q3	$694K	Hold	8,995	–	–	0.36%	29
2020 Q2	$622K	Sell	8,995 -3,389	-27%	-$220K	0.34%	30
2020 Q1	$740K	Hold	12,384	–	–	0.44%	25
2019 Q4	$910K	Sell	12,384 -378	-3%	-$26.4K	0.39%	26
2019 Q3	$846K	Hold	12,762	–	–	0.39%	26
2019 Q2	$891K	Hold	12,762	–	–	0.43%	22
2019 Q1	$902K	Sell	12,762 -73,145	-85%	-$4.99M	0.48%	23
2018 Q4	$5.54M	Buy	+85,907	New	+$5.57M	3.47%	5

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal Wealth Partners's AAXJ Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2022, closing a stake of 8,995 shares — an estimated $675K sold.

Personal Wealth Partners first reported a position in AAXJ in Q4 2018 and held it in 14 quarters. The position peaked at $5.54M in Q4 2018. 219 funds tracked by Wall St. Rank hold AAXJ as of Q2 2022.

Personal Wealth Partners reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 8,995 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2022, an estimated $675K.
Personal Wealth Partners first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2018 and held it in 14 quarters.
Personal Wealth Partners's iShares MSCI All Country Asia ex Japan ETF position peaked at $5.54M in Q4 2018.
219 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.