Sand Hill Global Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Sand Hill Global 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 Q4	–	Sell	-4,551	Closed	-$289K	–	162
2023 Q3	$289K	Sell	4,551 -19,998	-81%	-$1.33M	0.02%	132
2023 Q2	$1.63M	Sell	24,549 -3,427	-12%	-$229K	0.08%	84
2023 Q1	$1.9M	Sell	27,976 -69,464	-71%	-$4.74M	0.1%	84
2022 Q4	$6.31M	Buy	97,440 +84,989	+683%	+$5.25M	0.36%	54
2022 Q3	$729K	Sell	12,451 -84,694	-87%	-$5.62M	0.05%	102
2022 Q2	$6.72M	Buy	+97,145	New	+$6.86M	0.38%	42

Other funds holding AAXJ

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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

OCBCO

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Sand Hill Global Advisors's AAXJ Position: Q4 2023 in Review

Sand Hill Global Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2023, closing a stake of 4,551 shares — an estimated $289K sold.

Sand Hill Global Advisors first reported a position in AAXJ in Q2 2022 and held it in 6 quarters. The position peaked at $6.72M in Q2 2022. 175 funds tracked by Wall St. Rank hold AAXJ as of Q4 2023.

Sand Hill Global Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2023 after selling out during the quarter.
Sand Hill Global Advisors sold 4,551 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2023, an estimated $289K.
Sand Hill Global Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2022 and held it in 6 quarters.
Sand Hill Global Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $6.72M in Q2 2022.
175 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2023.

Based on Sand Hill Global Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.