Unionview LLC’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Unionview LLC’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 Q4	$266K	Buy	3,691 +54	+1%	+$4.1K	0.2%	75
2024 Q3	$285K	Hold	3,637	–	–	0.22%	68
2024 Q2	$262K	Buy	3,637 +13	+0.4%	+$912	0.21%	73
2024 Q1	$246K	Hold	3,624	–	–	0.2%	75
2023 Q4	$241K	Buy	3,624 +61	+2%	+$3.92K	0.22%	71
2023 Q3	$226K	Hold	3,563	–	–	0.21%	73
2023 Q2	$237K	Buy	3,563 +21	+0.6%	+$1.4K	0.22%	73
2023 Q1	$240K	Hold	3,542	–	–	0.23%	73
2022 Q4	$230K	Buy	3,542 +42	+1%	+$2.6K	0.23%	72
2022 Q3	$205K	Hold	3,500	–	–	0.23%	70
2022 Q2	$242K	Hold	3,500	–	–	0.27%	67
2022 Q1	$263K	Hold	3,500	–	–	0.25%	67
2021 Q4	$289K	Buy	+3,500	New	+$298K	0.27%	66

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Unionview LLC's AAXJ Position: Q4 2024 in Review

Unionview LLC increased its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 1.5% in Q4 2024, buying an estimated $4.1K and bringing the position to 3,691 shares worth $266K. The position accounts for 0.2% of the portfolio, ranked #75.

Unionview LLC first reported a position in AAXJ in Q4 2021 and has held it in 13 quarters since. The position peaked at $289K in Q4 2021. 182 funds tracked by Wall St. Rank hold AAXJ as of Q4 2024.

Unionview LLC held 3,691 shares of iShares MSCI All Country Asia ex Japan ETF worth $266K as of Q4 2024.
Unionview LLC bought 54 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2024, an estimated $4.1K.
iShares MSCI All Country Asia ex Japan ETF made up 0.2% of Unionview LLC's portfolio in Q4 2024, its #75 holding.
Unionview LLC first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's iShares MSCI All Country Asia ex Japan ETF position peaked at $289K in Q4 2021.
182 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.