Wealthspire Advisors (Maryland)’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	–	Sell	-3,861	Closed	-$267K	–	484
2020 Q2	$267K	Buy	+3,861	New	+$251K	0.02%	359
2020 Q1	–	Sell	-3,246	Closed	-$239K	–	433
2019 Q4	$239K	Hold	3,246	–	–	0.02%	433
2019 Q3	$215K	Sell	3,246 -837	-20%	-$56.2K	0.02%	418
2019 Q2	$285K	Hold	4,083	–	–	0.02%	363
2019 Q1	$289K	Hold	4,083	–	–	0.02%	369
2018 Q4	$259K	Hold	4,083	–	–	0.02%	352
2018 Q3	$288K	Hold	4,083	–	–	0.02%	373
2018 Q2	$293K	Hold	4,083	–	–	0.03%	368
2018 Q1	$317K	Hold	4,083	–	–	0.03%	347
2017 Q4	$311K	Sell	4,083 -135	-3%	-$10.2K	0.03%	356
2017 Q3	$305K	Hold	4,218	–	–	0.03%	355
2017 Q2	$285K	Hold	4,218	–	–	0.03%	352
2017 Q1	$265K	Hold	4,218	–	–	0.04%	315
2016 Q4	$232K	Buy	4,218 +135	+3%	+$7.78K	0.03%	329
2016 Q3	$247K	Hold	4,083	–	–	0.04%	320
2016 Q2	$223K	Hold	4,083	–	–	0.04%	338
2016 Q1	$223K	Buy	+4,083	New	+$206K	0.04%	331

Other funds holding AAXJ

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AAXJ Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2020, closing a stake of 3,861 shares — an estimated $267K sold.

Wealthspire Advisors (Maryland) first reported a position in AAXJ in Q1 2016 and held it in 17 quarters. The position peaked at $317K in Q1 2018. 210 funds tracked by Wall St. Rank hold AAXJ as of Q3 2020.

Wealthspire Advisors (Maryland) reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3,861 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2020, an estimated $267K.
Wealthspire Advisors (Maryland) first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2016 and held it in 17 quarters.
Wealthspire Advisors (Maryland)'s iShares MSCI All Country Asia ex Japan ETF position peaked at $317K in Q1 2018.
210 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.