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

Upper Left 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
2024 Q1	–	Sell	-5,882	Closed	-$392K	–	58
2023 Q4	$392K	Sell	5,882 -22	-0.4%	-$1.41K	0.38%	48
2023 Q3	$375K	Sell	5,904 -347	-6%	-$23K	0.39%	46
2023 Q2	$415K	Sell	6,251 -107	-2%	-$7.15K	0.46%	43
2023 Q1	$432K	Sell	6,358 -138	-2%	-$9.42K	0.49%	41
2022 Q4	$421K	Buy	+6,496	New	+$401K	0.5%	41

Other funds holding AAXJ

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

OCBCO

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Upper Left Wealth Management's AAXJ Position: Q1 2024 in Review

Upper Left Wealth Management sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2024, closing a stake of 5,882 shares — an estimated $392K sold.

Upper Left Wealth Management first reported a position in AAXJ in Q4 2022 and held it in 5 quarters. The position peaked at $432K in Q1 2023. 175 funds tracked by Wall St. Rank hold AAXJ as of Q1 2024.

Upper Left Wealth Management reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2024 after selling out during the quarter.
Upper Left Wealth Management sold 5,882 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2024, an estimated $392K.
Upper Left Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2022 and held it in 5 quarters.
Upper Left Wealth Management's iShares MSCI All Country Asia ex Japan ETF position peaked at $432K in Q1 2023.
175 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2024.

Based on Upper Left Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.