Ropes Wealth Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Ropes Wealth Advisors’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
2023 Q3	$212K	Hold	3,339	–	–	0.04%	243
2023 Q2	$222K	Hold	3,339	–	–	0.04%	263
2023 Q1	$227K	Hold	3,339	–	–	0.04%	250
2022 Q4	$216K	Buy	+3,339	New	+$206K	0.04%	257
2022 Q3	–	Sell	-3,339	Closed	-$231K	–	255
2022 Q2	$231K	Hold	3,339	–	–	0.05%	239
2022 Q1	$251K	Hold	3,339	–	–	0.04%	259
2021 Q4	$276K	Hold	3,339	–	–	0.05%	231
2021 Q3	$284K	Hold	3,339	–	–	0.05%	236
2021 Q2	$316K	Hold	3,339	–	–	0.05%	218
2021 Q1	$306K	Sell	3,339 -42	-1%	-$4.03K	0.05%	204
2020 Q4	$303K	Buy	3,381 +42	+1%	+$3.52K	0.05%	192
2020 Q3	$258K	Hold	3,339	–	–	0.05%	182
2020 Q2	$231K	Buy	3,339 +1,230	+58%	+$79.9K	0.05%	182
2020 Q1	$126K	Buy	+2,109	New	+$145K	0.03%	210

Other funds holding AAXJ

JP Morgan Chase New York $1.56T AUM 27.86% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ropes Wealth Advisors's AAXJ Position: Q3 2023 in Review

Ropes Wealth Advisors held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q3 2023 at 3,339 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #243.

Ropes Wealth Advisors first reported a position in AAXJ in Q1 2020 and has held it in 14 quarters since. The position peaked at $316K in Q2 2021. 181 funds tracked by Wall St. Rank hold AAXJ as of Q3 2023.

Ropes Wealth Advisors held 3,339 shares of iShares MSCI All Country Asia ex Japan ETF worth $212K as of Q3 2023.
Ropes Wealth Advisors left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q3 2023.
iShares MSCI All Country Asia ex Japan ETF made up 0.04% of Ropes Wealth Advisors's portfolio in Q3 2023, its #243 holding.
Ropes Wealth Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2020 and has held it in 14 quarters since.
Ropes Wealth Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $316K in Q2 2021.
181 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.