Strategic Financial Concepts’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Strategic Financial Concepts’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	-19,493	Closed	-$1.44M	–	280
2025 Q1	$1.44M	Sell	19,493 -186	-0.9%	-$13.8K	0.27%	77
2024 Q4	$1.42M	Sell	19,679 -49	-0.2%	-$3.72K	0.27%	81
2024 Q3	$1.55M	Buy	19,728 +19,454	+7,100%	+$1.41M	0.49%	43
2024 Q2	$19.7K	Sell	274 -20,062	-99%	-$1.41M	0.01%	336
2024 Q1	$1.38M	Buy	+20,336	New	+$1.33M	0.33%	70

Other funds holding AAXJ

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PGDP

Pragma Gestao de Patrimonio Sao Paulo, Brazil $127M AUM 22.09% 1-Year Est. Return

AIIMS

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

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Strategic Financial Concepts's AAXJ Position: Q2 2025 in Review

Strategic Financial Concepts sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2025, closing a stake of 19,493 shares — an estimated $1.44M sold.

Strategic Financial Concepts first reported a position in AAXJ in Q1 2024 and held it in 5 quarters. The position peaked at $1.55M in Q3 2024. 189 funds tracked by Wall St. Rank hold AAXJ as of Q2 2025.

Strategic Financial Concepts reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2025 after selling out during the quarter.
Strategic Financial Concepts sold 19,493 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2025, an estimated $1.44M.
Strategic Financial Concepts first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2024 and held it in 5 quarters.
Strategic Financial Concepts's iShares MSCI All Country Asia ex Japan ETF position peaked at $1.55M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.