Sigma Planning Corp’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Sigma Planning Corp’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
2022 Q1	–	Sell	-5,906	Closed	-$489K	–	1363
2021 Q4	$489K	Sell	5,906 -25	-0.4%	-$2.13K	0.01%	868
2021 Q3	$504K	Buy	5,931 +3,495	+143%	+$309K	0.02%	814
2021 Q2	$230K	Sell	2,436 -274	-10%	-$25.6K	0.01%	1214
2021 Q1	$251K	Sell	2,710 -73	-3%	-$7K	0.01%	1092
2020 Q4	$249K	Buy	+2,783	New	+$233K	0.01%	992
2020 Q1	–	Sell	-4,641	Closed	-$341K	–	917
2019 Q4	$341K	Sell	4,641 -273	-6%	-$19.1K	0.01%	736
2019 Q3	$326K	Buy	4,914 +371	+8%	+$24.9K	0.02%	732
2019 Q2	$317K	Buy	+4,543	New	+$315K	0.02%	708
2018 Q4	–	Sell	-2,967	Closed	-$210K	–	852
2018 Q3	$210K	Buy	2,967 +151	+5%	+$10.7K	0.01%	863
2018 Q2	$202K	Buy	+2,816	New	+$214K	0.01%	825

Other funds holding AAXJ

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

OMC

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

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

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

AIIMS

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sigma Planning Corp's AAXJ Position: Q1 2022 in Review

Sigma Planning Corp sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2022, closing a stake of 5,906 shares — an estimated $489K sold.

Sigma Planning Corp first reported a position in AAXJ in Q2 2018 and held it in 10 quarters. The position peaked at $504K in Q3 2021. 240 funds tracked by Wall St. Rank hold AAXJ as of Q1 2022.

Sigma Planning Corp reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 5,906 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2022, an estimated $489K.
Sigma Planning Corp first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2018 and held it in 10 quarters.
Sigma Planning Corp's iShares MSCI All Country Asia ex Japan ETF position peaked at $504K in Q3 2021.
240 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.