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

Spire 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
-100
Closed -$7.4K – 2376
2025
Q1 		$7.4K Hold
100
– – ﹤0.01% 1940
2024
Q4 		$7.22K Hold
100
– – ﹤0.01% 1940
2024
Q3 		$7.84K Hold
100
– – ﹤0.01% 1708
2024
Q2 		$7.2K Hold
100
– – ﹤0.01% 1736
2024
Q1 		$6.78K Hold
100
– – ﹤0.01% 1846
2023
Q4 		$6.32K Hold
100
– – ﹤0.01% 1899
2023
Q3 		$6.35K Hold
100
– – ﹤0.01% 1865
2023
Q2 		$6.64K Hold
100
– – ﹤0.01% 1927
2023
Q1 		$6.79K Hold
100
– – ﹤0.01% 1966
2022
Q4 		$6K Hold
100
– – ﹤0.01% 1758
2022
Q3 		$6K Hold
100
– – ﹤0.01% 1680
2022
Q2 		$7K Hold
100
– – ﹤0.01% 2010
2022
Q1 		$8K Hold
100
– – ﹤0.01% 2086
2021
Q4 		$8K Hold
100
– – ﹤0.01% 2432
2021
Q3 		$8K Hold
100
– – ﹤0.01% 2143
2021
Q2 		$9K Hold
100
– – ﹤0.01% 2144
2021
Q1 		$9K Buy
+100
New +$9.59K ﹤0.01% 2429

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

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

Spire Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2025, closing a stake of 100 shares — an estimated $7.4K sold.

Spire Wealth Management first reported a position in AAXJ in Q1 2021 and held it in 17 quarters. The position peaked at $9K in Q2 2021. 189 funds tracked by Wall St. Rank hold AAXJ as of Q2 2025.

  • Spire Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 100 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2025, an estimated $7.4K.
  • Spire Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $9K in Q2 2021.
  • 189 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.