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

Tolleson 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
2026
Q2 		$4.05M Sell
33,957
-5,249
-13% -$591K 0.55% 21
2026
Q1 		$3.78M Sell
39,206
-2,482
-6% -$249K 0.55% 21
2025
Q4 		$3.88M Sell
41,688
-1,613
-4% -$150K 0.56% 21
2025
Q3 		$3.95M Sell
43,301
-525
-1% -$45.4K 0.61% 21
2025
Q2 		$3.62M Sell
43,826
-70
-0.2% -$5.35K 0.62% 20
2025
Q1 		$3.25M Sell
43,896
-203
-0.5% -$15K 0.63% 18
2024
Q4 		$3.18M Sell
44,099
-131
-0.3% -$9.95K 0.65% 17
2024
Q3 		$3.47M Hold
44,230
– – 0.66% 16
2024
Q2 		$3.18M Sell
44,230
-1,207
-3% -$84.6K 0.63% 16
2024
Q1 		$3.08M Sell
45,437
-162
-0.4% -$10.6K 0.6% 16
2023
Q4 		$3.04M Hold
45,599
– – 0.63% 17
2023
Q3 		$2.9M Sell
45,599
-894
-2% -$59.3K 0.7% 17
2023
Q2 		$3.09M Sell
46,493
-817
-2% -$54.6K 0.75% 18
2023
Q1 		$3.21M Hold
47,310
– – 0.83% 20
2022
Q4 		$3.06M Hold
47,310
– – 0.83% 20
2022
Q3 		$2.77M Hold
47,310
– – 0.83% 18
2022
Q2 		$3.27M Hold
47,310
– – 0.93% 18
2022
Q1 		$3.55M Sell
47,310
-1,094
-2% -$86.6K 1.05% 16
2021
Q4 		$4M Hold
48,404
– – 1.08% 16
2021
Q3 		$4.11M Sell
48,404
-397
-0.8% -$35.1K 1.16% 18
2021
Q2 		$4.61M Hold
48,801
– – 1.24% 17
2021
Q1 		$4.52M Hold
48,801
– – 1.37% 15
2020
Q4 		$4.37M Hold
48,801
– – 1.45% 14
2020
Q3 		$3.77M Buy
48,801
+11,114
+29% +$847K 1.52% 15
2020
Q2 		$2.61M Buy
37,687
+1,856
+5% +$121K 1.14% 19
2020
Q1 		$2.14M Hold
35,831
– – 0.93% 21
2019
Q4 		$2.63M Hold
35,831
– – 1.28% 16
2019
Q3 		$2.38M Buy
+35,831
New +$2.4M 1.29% 15

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tolleson Wealth Management's AAXJ Position: Q2 2026 in Review

Tolleson Wealth Management reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 13% in Q2 2026, selling an estimated $591K and leaving 33,957 shares worth $4.05M. The position accounts for 0.55% of the portfolio, ranked #21.

Tolleson Wealth Management first reported a position in AAXJ in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.61M in Q2 2021. 221 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

  • Tolleson Wealth Management held 33,957 shares of iShares MSCI All Country Asia ex Japan ETF worth $4.05M as of Q2 2026.
  • Tolleson Wealth Management sold 5,249 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2026, an estimated $591K.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.55% of Tolleson Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Tolleson Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q3 2019 and has held it in 28 quarters since.
  • Tolleson Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $4.61M in Q2 2021.
  • 221 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.