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Robertson Stephens Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Robertson Stephens Wealth 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
2021
Q1 		– Sell
-2,522
Closed -$226K – 283
2020
Q4 		$226K Buy
+2,522
New +$211K 0.05% 222

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Robertson Stephens Wealth Management's AAXJ Position: Q1 2021 in Review

Robertson Stephens Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2021, closing a stake of 2,522 shares — an estimated $226K sold.

Robertson Stephens Wealth Management first reported a position in AAXJ in Q4 2020 and held it in 1 quarter. The position peaked at $226K in Q4 2020. 279 funds tracked by Wall St. Rank hold AAXJ as of Q1 2021.

  • Robertson Stephens Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2021 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,522 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2021, an estimated $226K.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2020 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $226K in Q4 2020.
  • 279 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2021.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.