Stelac Advisory Services’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Stelac Advisory 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
2024 Q2	–	Sell	-7,700	Closed	-$522K	–	108
2024 Q1	$522K	Hold	7,700	–	–	0.24%	52
2023 Q4	$513K	Hold	7,700	–	–	0.28%	50
2023 Q3	$494K	Buy	+7,700	New	+$511K	0.27%	60
2023 Q2	–	Sell	-7,700	Closed	-$523K	–	155
2023 Q1	$523K	Buy	7,700 +240	+3%	+$16.4K	0.23%	79
2022 Q4	$483K	Hold	7,460	–	–	0.22%	83
2022 Q3	$437K	Hold	7,460	–	–	0.2%	87
2022 Q2	$516K	Sell	7,460 -240	-3%	-$16.9K	0.21%	79
2022 Q1	$578K	Buy	7,700 +260	+3%	+$20.6K	0.21%	54
2021 Q4	$615K	Hold	7,440	–	–	0.17%	78
2021 Q3	$632K	Hold	7,440	–	–	0.17%	91
2021 Q2	$703K	Buy	+7,440	New	+$696K	0.16%	105

Other funds holding AAXJ

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

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

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Stelac Advisory Services's AAXJ Position: Q2 2024 in Review

Stelac Advisory Services sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2024, closing a stake of 7,700 shares — an estimated $522K sold.

Stelac Advisory Services first reported a position in AAXJ in Q2 2021 and held it in 11 quarters. The position peaked at $703K in Q2 2021. 175 funds tracked by Wall St. Rank hold AAXJ as of Q2 2024.

Stelac Advisory Services reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2024 after selling out during the quarter.
Stelac Advisory Services sold 7,700 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2024, an estimated $522K.
Stelac Advisory Services first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2021 and held it in 11 quarters.
Stelac Advisory Services's iShares MSCI All Country Asia ex Japan ETF position peaked at $703K in Q2 2021.
175 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2024.

Based on Stelac Advisory Services's 13F filing for Q2 2024, filed 29 Jul 2024.