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

SFG 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
2025
Q2 		– Sell
-9,245
Closed -$684K – 84
2025
Q1 		$684K Buy
+9,245
New +$684K 0.33% 56

Other funds holding AAXJ

JP Morgan Chase
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
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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFG Wealth Management's AAXJ Position: Q2 2025 in Review

SFG Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2025, closing a stake of 9,245 shares — an estimated $684K sold.

SFG Wealth Management first reported a position in AAXJ in Q1 2025 and held it in 1 quarter. The position peaked at $684K in Q1 2025. 189 funds tracked by Wall St. Rank hold AAXJ as of Q2 2025.

  • SFG Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2025 after selling out during the quarter.
  • SFG Wealth Management sold 9,245 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2025, an estimated $684K.
  • SFG Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2025 and held it in 1 quarter.
  • SFG Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $684K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2025.

Based on SFG Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.