Steward Partners Investment Advisory’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	$674	Hold	7	–	–	﹤0.01%	4236
2025 Q4	$652	Hold	7	–	–	﹤0.01%	4128
2025 Q3	$639	Hold	7	–	–	﹤0.01%	4099
2025 Q2	$578	Hold	7	–	–	﹤0.01%	3950
2025 Q1	$518	Hold	7	–	–	﹤0.01%	3859
2024 Q4	$505	Hold	7	–	–	﹤0.01%	3849
2024 Q3	$549	Hold	7	–	–	﹤0.01%	3590
2024 Q2	$504	Hold	7	–	–	﹤0.01%	3471
2024 Q1	$474	Sell	7 -15	-68%	-$983	﹤0.01%	3432
2023 Q4	$1.47K	Hold	22	–	–	﹤0.01%	3255
2023 Q3	$1.4K	Hold	22	–	–	﹤0.01%	3143
2023 Q2	$1.46K	Buy	22 +3	+16%	+$200	﹤0.01%	3083
2023 Q1	$1.29K	Hold	19	–	–	﹤0.01%	3093
2022 Q4	$1.23K	Sell	19 -52	-73%	-$3.21K	﹤0.01%	3102
2022 Q3	$4K	Hold	71	–	–	﹤0.01%	2808
2022 Q2	$5K	Sell	71 -441	-86%	-$31.1K	﹤0.01%	2743
2022 Q1	$38K	Sell	512 -1,535	-75%	-$122K	﹤0.01%	2049
2021 Q4	$169K	Sell	2,047 -62	-3%	-$5.28K	﹤0.01%	1381
2021 Q3	$179K	Buy	2,109 +799	+61%	+$70.7K	﹤0.01%	1313
2021 Q2	$124K	Buy	1,310 +220	+20%	+$20.6K	﹤0.01%	1954
2021 Q1	$101K	Buy	1,090 +142	+15%	+$13.6K	﹤0.01%	1619
2020 Q4	$85K	Buy	948 +113	+14%	+$9.47K	﹤0.01%	1427
2020 Q3	$64K	Sell	835 -557	-40%	-$42.4K	﹤0.01%	1389
2020 Q2	$96K	Sell	1,392 -265	-16%	-$17.2K	﹤0.01%	1171
2020 Q1	$98K	Buy	1,657 +65	+4%	+$4.46K	﹤0.01%	1003
2019 Q4	$117K	Sell	1,592 -71	-4%	-$4.97K	﹤0.01%	1066
2019 Q3	$110K	Buy	1,663 +97	+6%	+$6.51K	﹤0.01%	1052
2019 Q2	$109K	Buy	+1,566	New	+$109K	﹤0.01%	1020
2018 Q4	–	Sell	-1,601	Closed	-$113K	–	779
2018 Q3	$113K	Buy	1,601 +209	+15%	+$14.8K	0.01%	890
2018 Q2	$100K	Buy	1,392 +166	+14%	+$12.6K	0.01%	848
2018 Q1	$95K	Buy	1,226 +669	+120%	+$52.7K	0.01%	792
2017 Q4	$42K	Buy	557 +164	+42%	+$12.4K	﹤0.01%	882
2017 Q3	$28K	Buy	+393	New	+$27.9K	﹤0.01%	848

Other funds holding AAXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIIMS

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

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

JSAM

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

PGDP

Pragma Gestao de Patrimonio Sao Paulo, Brazil $189M AUM 21.5% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

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

PCH

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

Steward Partners Investment Advisory's AAXJ Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q1 2026 at 7 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #4236.

Steward Partners Investment Advisory first reported a position in AAXJ in Q3 2017 and has held it in 33 quarters since. The position peaked at $179K in Q3 2021. 215 funds tracked by Wall St. Rank hold AAXJ as of Q1 2026.

Steward Partners Investment Advisory held 7 shares of iShares MSCI All Country Asia ex Japan ETF worth $674 as of Q1 2026.
Steward Partners Investment Advisory left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q1 2026.
iShares MSCI All Country Asia ex Japan ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4236 holding.
Steward Partners Investment Advisory first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2017 and has held it in 33 quarters since.
Steward Partners Investment Advisory's iShares MSCI All Country Asia ex Japan ETF position peaked at $179K in Q3 2021.
215 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.