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Retirement Design & Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Retirement Design & 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
2015
Q1 		– Sell
-10,273
Closed -$626K – 74
2014
Q4 		$626K Buy
+10,273
New +$631K 0.47% 46

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Retirement Design & Management's AAXJ Position: Q1 2015 in Review

Retirement Design & Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2015, closing a stake of 10,273 shares — an estimated $626K sold.

Retirement Design & Management first reported a position in AAXJ in Q4 2014 and held it in 1 quarter. The position peaked at $626K in Q4 2014. 177 funds tracked by Wall St. Rank hold AAXJ as of Q1 2015.

  • Retirement Design & Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2015 after selling out during the quarter.
  • Retirement Design & Management sold 10,273 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2015, an estimated $626K.
  • Retirement Design & Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2014 and held it in 1 quarter.
  • Retirement Design & Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $626K in Q4 2014.
  • 177 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2015.

Based on Retirement Design & Management's 13F filing for Q1 2015, filed 6 May 2015.