RWA Wealth Partners’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

RWA Wealth Partners’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
2024 Q1	–	Sell	-3,339	Closed	-$222K	–	535
2023 Q4	$222K	Buy	+3,339	New	+$215K	﹤0.01%	493
2018 Q3	–	Sell	-41,903	Closed	-$3M	–	231
2018 Q2	$3M	Sell	41,903 -3,331	-7%	-$253K	0.34%	75
2018 Q1	$3.51M	Sell	45,234 -1,217	-3%	-$95.8K	0.45%	57
2017 Q4	$3.54M	Sell	46,451 -16,531	-26%	-$1.25M	0.4%	70
2017 Q3	$4.55M	Buy	+62,982	New	+$4.47M	0.51%	56

Other funds holding AAXJ

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

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

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

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

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

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RWA Wealth Partners's AAXJ Position: Q1 2024 in Review

RWA Wealth Partners sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2024, closing a stake of 3,339 shares — an estimated $222K sold.

RWA Wealth Partners first reported a position in AAXJ in Q3 2017 and held it in 5 quarters. The position peaked at $4.55M in Q3 2017. 174 funds tracked by Wall St. Rank hold AAXJ as of Q1 2024.

RWA Wealth Partners reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2024 after selling out during the quarter.
RWA Wealth Partners sold 3,339 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2024, an estimated $222K.
RWA Wealth Partners first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2017 and held it in 5 quarters.
RWA Wealth Partners's iShares MSCI All Country Asia ex Japan ETF position peaked at $4.55M in Q3 2017.
174 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2024.

Based on RWA Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.