Wealthcare Advisory Partners’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Wealthcare Advisory Partners’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	$476K	Sell	3,988 -49	-1%	-$5.52K	0.01%	725
2026 Q1	$389K	Sell	4,037 -59	-1%	-$5.91K	0.01%	788
2025 Q4	$381K	Buy	4,096 +110	+3%	+$10.2K	0.01%	783
2025 Q3	$364K	Hold	3,986	–	–	0.01%	777
2025 Q2	$329K	Sell	3,986 -20	-0.5%	-$1.53K	0.01%	762
2025 Q1	$296K	Sell	4,006 -331	-8%	-$24.5K	0.01%	750
2024 Q4	$313K	Sell	4,337 -2,499	-37%	-$190K	0.01%	698
2024 Q3	$536K	Sell	6,836 -100	-1%	-$7.27K	0.02%	550
2024 Q2	$499K	Sell	6,936 -52	-0.7%	-$3.65K	0.02%	539
2024 Q1	$473K	Sell	6,988 -1,170	-14%	-$76.7K	0.02%	550
2023 Q4	$543K	Sell	8,158 -172	-2%	-$11.1K	0.02%	473
2023 Q3	$529K	Sell	8,330 -24	-0.3%	-$1.59K	0.02%	420
2023 Q2	$555K	Hold	8,354	–	–	0.02%	422
2023 Q1	$567K	Sell	8,354 -27	-0.3%	-$1.84K	0.02%	422
2022 Q4	$543K	Sell	8,381 -1,029	-11%	-$63.6K	0.03%	403
2022 Q3	$551K	Buy	+9,410	New	+$624K	0.03%	341
2021 Q2	–	Sell	-152	Closed	-$14K	–	557
2021 Q1	$14K	Buy	+152	New	+$14.6K	﹤0.01%	1331
2020 Q2	–	Sell	-262	Closed	-$16K	–	325
2020 Q1	$16K	Hold	262	–	–	﹤0.01%	782
2019 Q4	$19K	Hold	262	–	–	﹤0.01%	768
2019 Q3	$17K	Hold	262	–	–	﹤0.01%	784
2019 Q2	$18K	Hold	262	–	–	﹤0.01%	745
2019 Q1	$19K	Hold	262	–	–	﹤0.01%	665
2018 Q4	$17K	Hold	262	–	–	﹤0.01%	659
2018 Q3	$18K	Hold	262	–	–	﹤0.01%	702
2018 Q2	$19K	Buy	+262	New	+$19.9K	﹤0.01%	681

Other funds holding AAXJ

BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealthcare Advisory Partners's AAXJ Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 1.2% in Q2 2026, selling an estimated $5.52K and leaving 3,988 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #725.

Wealthcare Advisory Partners first reported a position in AAXJ in Q2 2018 and has held it in 25 quarters since. The position peaked at $567K in Q1 2023. 38 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

Wealthcare Advisory Partners held 3,988 shares of iShares MSCI All Country Asia ex Japan ETF worth $476K as of Q2 2026.
Wealthcare Advisory Partners sold 49 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2026, an estimated $5.52K.
iShares MSCI All Country Asia ex Japan ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #725 holding.
Wealthcare Advisory Partners first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2018 and has held it in 25 quarters since.
Wealthcare Advisory Partners's iShares MSCI All Country Asia ex Japan ETF position peaked at $567K in Q1 2023.
38 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.