Sowell Financial Services’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-46	Closed	-$4K	–	522
2021 Q1	$4K	Sell	46 -1,144	-96%	-$110K	﹤0.01%	2642
2020 Q4	$107K	Buy	1,190 +25	+2%	+$2.09K	﹤0.01%	1125
2020 Q3	$90K	Buy	1,165 +1,119	+2,433%	+$85.3K	﹤0.01%	1004
2020 Q2	$3K	Hold	46	–	–	﹤0.01%	2017
2020 Q1	$3K	Hold	46	–	–	﹤0.01%	1954
2019 Q4	$3K	Hold	46	–	–	﹤0.01%	2032
2019 Q3	$3K	Buy	+46	New	+$3.09K	﹤0.01%	1897

Other funds holding AAXJ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Sowell Financial Services's AAXJ Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2021, closing a stake of 46 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in AAXJ in Q3 2019 and held it in 7 quarters. The position peaked at $107K in Q4 2020. 270 funds tracked by Wall St. Rank hold AAXJ as of Q2 2021.

Sowell Financial Services reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 46 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2021, an estimated $4K.
Sowell Financial Services first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares MSCI All Country Asia ex Japan ETF position peaked at $107K in Q4 2020.
270 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.