Polaris Wealth Advisory Group’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-151	Closed	-$11K	–	147
2018 Q3	$11K	Sell	151 -171,199	-100%	-$12.2M	﹤0.01%	393
2018 Q2	$13.3M	Sell	171,350 -79	-0%	-$6K	1.12%	44
2018 Q1	$13.3M	Buy	171,429 +138	+0.1%	+$10.9K	1.08%	44
2017 Q4	$13.1M	Buy	171,291 +18,257	+12%	+$1.38M	1.07%	48
2017 Q3	$11.1M	Buy	+153,034	New	+$10.9M	0.97%	51
2015 Q2	–	Sell	-182,767	Closed	-$11.7M	–	69
2015 Q1	$11.7M	Sell	182,767 -524	-0.3%	-$32.9K	2.13%	18
2014 Q4	$11.2M	Buy	183,291 +1,266	+0.7%	+$77.8K	2.3%	18
2014 Q3	$11.2M	Buy	+182,025	New	+$11.8M	2.51%	17

Other funds holding AAXJ

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

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

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

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

Polaris Wealth Advisory Group's AAXJ Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2018, closing a stake of 151 shares — an estimated $11K sold.

Polaris Wealth Advisory Group first reported a position in AAXJ in Q3 2014 and held it in 8 quarters. The position peaked at $13.3M in Q1 2018. 207 funds tracked by Wall St. Rank hold AAXJ as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 151 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2018, an estimated $11K.
Polaris Wealth Advisory Group first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2014 and held it in 8 quarters.
Polaris Wealth Advisory Group's iShares MSCI All Country Asia ex Japan ETF position peaked at $13.3M in Q1 2018.
207 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.