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United Capital Financial Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-4,507
Closed -$286K – 1061
2023
Q3 		$286K Sell
4,507
-322
-7% -$21.4K ﹤0.01% 734
2023
Q2 		$321K Sell
4,829
-546
-10% -$36.5K ﹤0.01% 752
2023
Q1 		$365K Sell
5,375
-225
-4% -$15.4K ﹤0.01% 782
2022
Q4 		$363K Buy
5,600
+11
+0.2% +$680 ﹤0.01% 826
2022
Q3 		$327K Hold
5,589
– – ﹤0.01% 881
2022
Q2 		$387K Buy
5,589
+4
+0.1% +$282 ﹤0.01% 865
2022
Q1 		$419K Hold
5,585
– – ﹤0.01% 889
2021
Q4 		$462K Buy
5,585
+17
+0.3% +$1.45K ﹤0.01% 885
2021
Q3 		$473K Hold
5,568
– – ﹤0.01% 875
2021
Q2 		$526K Buy
5,568
+3
+0.1% +$281 ﹤0.01% 848
2021
Q1 		$516K Sell
5,565
-125
-2% -$12K ﹤0.01% 838
2020
Q4 		$510K Buy
5,690
+7
+0.1% +$586 ﹤0.01% 838
2020
Q3 		$439K Sell
5,683
-297
-5% -$22.6K ﹤0.01% 859
2020
Q2 		$414K Sell
5,980
-20,122
-77% -$1.31M ﹤0.01% 928
2020
Q1 		$1.56M Sell
26,102
-1,359
-5% -$93.2K 0.01% 545
2019
Q4 		$2.02M Sell
27,461
-145
-0.5% -$10.1K 0.01% 606
2019
Q3 		$1.83M Buy
27,606
+635
+2% +$42.6K 0.01% 603
2019
Q2 		$1.88M Sell
26,971
-700
-3% -$48.6K 0.01% 640
2019
Q1 		$1.96M Buy
27,671
+615
+2% +$42K 0.01% 594
2018
Q4 		$1.72M Sell
27,056
-1,167
-4% -$75.7K 0.01% 593
2018
Q3 		$1.99M Sell
28,223
-115
-0.4% -$8.16K 0.01% 615
2018
Q2 		$2.03M Sell
28,338
-2,682
-9% -$204K 0.02% 586
2018
Q1 		$2.4M Buy
31,020
+1,622
+6% +$128K 0.02% 543
2017
Q4 		$2.23M Buy
29,398
+3,053
+12% +$230K 0.02% 565
2017
Q3 		$1.9M Buy
26,345
+198
+0.8% +$14.1K 0.02% 587
2017
Q2 		$1.76M Sell
26,147
-208
-0.8% -$13.7K 0.02% 611
2017
Q1 		$1.66M Sell
26,355
-2,536
-9% -$152K 0.02% 611
2016
Q4 		$1.59M Sell
28,891
-71,545
-71% -$4.12M 0.02% 619
2016
Q3 		$6.08M Buy
100,436
+70,321
+234% +$4.11M 0.06% 352
2016
Q2 		$1.66M Sell
30,115
-150
-0.5% -$8.02K 0.02% 600
2016
Q1 		$1.65M Sell
30,265
-29,302
-49% -$1.48M 0.02% 578
2015
Q4 		$3.18M Buy
59,567
+4,051
+7% +$226K 0.04% 443
2015
Q3 		$2.93M Buy
55,516
+24,023
+76% +$1.36M 0.04% 440
2015
Q2 		$1.98M Buy
31,493
+2,485
+9% +$166K 0.02% 572
2015
Q1 		$1.98M Buy
29,008
+5,535
+24% +$348K 0.02% 557
2014
Q4 		$1.43M Buy
23,473
+4,111
+21% +$253K 0.02% 554
2014
Q3 		$1.19M Sell
19,362
-50
-0.3% -$3.23K 0.02% 560
2014
Q2 		$1.22M Sell
19,412
-117
-0.6% -$7.17K 0.02% 517
2014
Q1 		$1.15M Sell
19,529
-3,630
-16% -$208K 0.02% 450
2013
Q4 		$1.4M Buy
+23,159
New +$1.39M 0.05% 290
2013
Q3 		– Sell
-62,189
Closed -$3.41M – 679
2013
Q2 		$3.41M Buy
+62,189
New +$3.62M 0.09% 239

Other funds holding AAXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

United Capital Financial Advisors's AAXJ Position: Q4 2023 in Review

United Capital Financial Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2023, closing a stake of 4,507 shares — an estimated $286K sold.

United Capital Financial Advisors first reported a position in AAXJ in Q2 2013 and held it in 41 quarters. The position peaked at $6.08M in Q3 2016. 175 funds tracked by Wall St. Rank hold AAXJ as of Q4 2023.

  • United Capital Financial Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,507 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2023, an estimated $286K.
  • United Capital Financial Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2013 and held it in 41 quarters.
  • United Capital Financial Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $6.08M in Q3 2016.
  • 175 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.