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

WealthShield 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
2024 Q4	–	Sell	-549	Closed	-$43.1K	–	490
2024 Q3	$43.1K	Buy	+549	New	+$39.9K	0.01%	390
2024 Q1	–	Sell	-549	Closed	-$36.5K	–	476
2023 Q4	$36.5K	Hold	549	–	–	0.01%	375
2023 Q3	$34.9K	Hold	549	–	–	0.01%	387
2023 Q2	$36.5K	Hold	549	–	–	0.01%	396
2023 Q1	$37.3K	Buy	+549	New	+$37.5K	0.01%	393
2021 Q2	–	Sell	-549	Closed	-$51K	–	768
2021 Q1	$51K	Buy	+549	New	+$52.6K	0.01%	454
2020 Q4	–	Sell	-549	Closed	-$42K	–	300
2020 Q3	$42K	Hold	549	–	–	0.01%	308
2020 Q2	$38K	Sell	549 -400	-42%	-$26K	0.02%	257
2020 Q1	$57K	Hold	949	–	–	0.03%	187
2019 Q4	$70K	Hold	949	–	–	0.03%	201
2019 Q3	$63K	Hold	949	–	–	0.03%	194
2019 Q2	$66K	Hold	949	–	–	0.04%	170
2019 Q1	$67K	Hold	949	–	–	0.04%	180
2018 Q4	$60K	Hold	949	–	–	0.04%	156
2018 Q3	$67K	Hold	949	–	–	0.04%	159
2018 Q2	$68K	Hold	949	–	–	0.04%	147
2018 Q1	$74K	Hold	949	–	–	0.05%	140
2017 Q4	$74K	Buy	+949	New	+$71.6K	0.05%	146

Other funds holding AAXJ

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $3.3B AUM 20.27% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

WealthShield Partners's AAXJ Position: Q4 2024 in Review

WealthShield Partners sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2024, closing a stake of 549 shares — an estimated $43.1K sold.

WealthShield Partners first reported a position in AAXJ in Q4 2017 and held it in 18 quarters. The position peaked at $74K in Q1 2018. 182 funds tracked by Wall St. Rank hold AAXJ as of Q4 2024.

WealthShield Partners reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2024 after selling out during the quarter.
WealthShield Partners sold 549 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2024, an estimated $43.1K.
WealthShield Partners first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2017 and held it in 18 quarters.
WealthShield Partners's iShares MSCI All Country Asia ex Japan ETF position peaked at $74K in Q1 2018.
182 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2024.

Based on WealthShield Partners's 13F filing for Q4 2024, filed 4 Feb 2025.