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

Phoenix Financial’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	–	Sell	-13,231	Closed	-$1.12M	–	382
2021 Q3	$1.12M	Sell	13,231 -7,064	-35%	-$625K	0.02%	264
2021 Q2	$1.92M	Sell	20,295 -3,874	-16%	-$362K	0.04%	217
2021 Q1	$2.24M	Buy	24,169 +1,898	+9%	+$182K	0.05%	203
2020 Q4	$1.99M	Buy	22,271 +6,896	+45%	+$578K	0.05%	187
2020 Q3	$1.12M	Buy	15,375 +136	+0.9%	+$10.4K	0.05%	186
2020 Q2	$1M	Buy	+15,239	New	+$990K	0.04%	206
2020 Q1	–	Sell	-32,202	Closed	-$2.35M	–	303
2019 Q4	$2.35M	Buy	+32,202	New	+$2.25M	0.1%	132

Other funds holding AAXJ

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

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

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

Phoenix Financial's AAXJ Position: Q4 2021 in Review

Phoenix Financial sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2021, closing a stake of 13,231 shares — an estimated $1.12M sold.

Phoenix Financial first reported a position in AAXJ in Q4 2019 and held it in 7 quarters. The position peaked at $2.35M in Q4 2019. 262 funds tracked by Wall St. Rank hold AAXJ as of Q4 2021.

Phoenix Financial reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Financial sold 13,231 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2021, an estimated $1.12M.
Phoenix Financial first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2019 and held it in 7 quarters.
Phoenix Financial's iShares MSCI All Country Asia ex Japan ETF position peaked at $2.35M in Q4 2019.
262 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2021.

Based on Phoenix Financial's 13F filing for Q4 2021, filed 7 Feb 2022.