Vontobel Swiss Wealth Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Vontobel Swiss Wealth 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
2021 Q2	$626K	Buy	7,220 +25	+0.3%	+$2.34K	0.32%	41
2021 Q1	$667K	Buy	7,195 +1,695	+31%	+$162K	0.37%	38
2020 Q4	$493K	Buy	5,500 +635	+13%	+$53.2K	0.28%	42
2020 Q3	$333K	Hold	4,865	–	–	0.23%	49
2020 Q2	$337K	Buy	4,865 +700	+17%	+$45.5K	0.22%	56
2020 Q1	$249K	Buy	4,165 +590	+17%	+$40.5K	0.19%	74
2019 Q4	$263K	Hold	3,575	–	–	0.17%	85
2019 Q3	$237K	Hold	3,575	–	–	0.15%	97
2019 Q2	$249K	Hold	3,575	–	–	0.13%	111
2019 Q1	$238K	Buy	+3,575	New	+$244K	0.26%	52

Other funds holding AAXJ

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's AAXJ Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 0.35% in Q2 2021, buying an estimated $2.34K and bringing the position to 7,220 shares worth $626K. The position accounts for 0.32% of the portfolio, ranked #41.

Vontobel Swiss Wealth Advisors first reported a position in AAXJ in Q1 2019 and has held it in 10 quarters since. The position peaked at $667K in Q1 2021. 270 funds tracked by Wall St. Rank hold AAXJ as of Q2 2021.

Vontobel Swiss Wealth Advisors held 7,220 shares of iShares MSCI All Country Asia ex Japan ETF worth $626K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 25 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2021, an estimated $2.34K.
iShares MSCI All Country Asia ex Japan ETF made up 0.32% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #41 holding.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2019 and has held it in 10 quarters since.
Vontobel Swiss Wealth Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $667K in Q1 2021.
270 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.