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

WealthOne’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
Q4 		– Sell
-2,461
Closed -$209K – 114
2021
Q3 		$209K Sell
2,461
-947
-28% -$83.8K 0.08% 123
2021
Q2 		$322K Buy
3,408
+602
+21% +$56.3K 0.13% 97
2021
Q1 		$260K Buy
+2,806
New +$269K 0.11% 104

Other funds holding AAXJ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

WealthOne's AAXJ Position: Q4 2021 in Review

WealthOne sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2021, closing a stake of 2,461 shares — an estimated $209K sold.

WealthOne first reported a position in AAXJ in Q1 2021 and held it in 3 quarters. The position peaked at $322K in Q2 2021. 261 funds tracked by Wall St. Rank hold AAXJ as of Q4 2021.

  • WealthOne reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2021 after selling out during the quarter.
  • WealthOne sold 2,461 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2021, an estimated $209K.
  • WealthOne first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2021 and held it in 3 quarters.
  • WealthOne's iShares MSCI All Country Asia ex Japan ETF position peaked at $322K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2021.

Based on WealthOne's 13F filing for Q4 2021, filed 11 Feb 2022.