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Wescott Financial Advisory Group’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Wescott Financial Advisory Group’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
Q1 		– Sell
-47,407
Closed -$3.16M – 159
2023
Q4 		$3.16M Buy
+47,407
New +$3.05M 0.44% 41

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIBC Private Wealth Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wescott Financial Advisory Group's AAXJ Position: Q1 2024 in Review

Wescott Financial Advisory Group sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2024, closing a stake of 47,407 shares — an estimated $3.16M sold.

Wescott Financial Advisory Group first reported a position in AAXJ in Q4 2023 and held it in 1 quarter. The position peaked at $3.16M in Q4 2023. 174 funds tracked by Wall St. Rank hold AAXJ as of Q1 2024.

  • Wescott Financial Advisory Group reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2024 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 47,407 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2024, an estimated $3.16M.
  • Wescott Financial Advisory Group first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2023 and held it in 1 quarter.
  • Wescott Financial Advisory Group's iShares MSCI All Country Asia ex Japan ETF position peaked at $3.16M in Q4 2023.
  • 174 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.