Sage Mountain Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Sage Mountain 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
2025 Q2	–	Sell	-1,855	Closed	-$137K	–	495
2025 Q1	$137K	Hold	1,855	–	–	0.01%	400
2024 Q4	$134K	Sell	1,855 -745	-29%	-$56.6K	0.01%	395
2024 Q3	$204K	Hold	2,600	–	–	0.02%	382
2024 Q2	$187K	Buy	+2,600	New	+$182K	0.02%	339
2021 Q3	–	Sell	-389	Closed	-$37K	–	577
2021 Q2	$37K	Hold	389	–	–	0.01%	485
2021 Q1	$36K	Buy	+389	New	+$37.3K	0.01%	419

Other funds holding AAXJ

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

OCBCO

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

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

PGDP

Pragma Gestao de Patrimonio Sao Paulo, Brazil $189M AUM 21.5% 1-Year Est. Return

AIIMS

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

JSAM

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

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

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

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

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

Sage Mountain Advisors's AAXJ Position: Q2 2025 in Review

Sage Mountain Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2025, closing a stake of 1,855 shares — an estimated $137K sold.

Sage Mountain Advisors first reported a position in AAXJ in Q1 2021 and held it in 6 quarters. The position peaked at $204K in Q3 2024. 189 funds tracked by Wall St. Rank hold AAXJ as of Q2 2025.

Sage Mountain Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2025 after selling out during the quarter.
Sage Mountain Advisors sold 1,855 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2025, an estimated $137K.
Sage Mountain Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2021 and held it in 6 quarters.
Sage Mountain Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $204K in Q3 2024.
189 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.