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Summit Securities Group’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Summit Securities Group’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
2023
Q2 		– Sell
-1
Closed – – 859
2023
Q1 		$0 Buy
+1
New +$68 ﹤0.01% 768
2017
Q3 		– Sell
-3,090
Closed -$208K – 200
2017
Q2 		$208K Sell
3,090
-210
-6% -$13.8K 0.04% 203
2017
Q1 		$208K Sell
3,300
-1,102
-25% -$66.2K 0.06% 276
2016
Q4 		$242K Buy
+4,402
New +$254K 0.05% 229
2016
Q3 		– Sell
-10,800
Closed -$591K – 150
2016
Q2 		$591K Buy
10,800
+1,825
+20% +$97.6K 0.32% 68
2016
Q1 		$490K Buy
+8,975
New +$452K 0.34% 69

Other funds holding AAXJ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Summit Securities Group's AAXJ Position: Q2 2023 in Review

Summit Securities Group sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in AAXJ in Q1 2016 and held it in 6 quarters. The position peaked at $591K in Q2 2016. 192 funds tracked by Wall St. Rank hold AAXJ as of Q2 2023.

  • Summit Securities Group reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 1 iShares MSCI All Country Asia ex Japan ETF share in Q2 2023.
  • Summit Securities Group first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2016 and held it in 6 quarters.
  • Summit Securities Group's iShares MSCI All Country Asia ex Japan ETF position peaked at $591K in Q2 2016.
  • 192 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.