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WESPAC Advisors SoCal’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

WESPAC Advisors SoCal’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
2018
Q3 		– Sell
-3,355
Closed -$238K – 79
2018
Q2 		$240K Buy
3,355
+75
+2% +$5.7K 0.14% 77
2018
Q1 		$254K Buy
3,280
+50
+2% +$3.94K 0.15% 73
2017
Q4 		$246K Buy
+3,230
New +$244K 0.14% 75

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WESPAC Advisors SoCal's AAXJ Position: Q3 2018 in Review

WESPAC Advisors SoCal sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2018, closing a stake of 3,355 shares — an estimated $238K sold.

WESPAC Advisors SoCal first reported a position in AAXJ in Q4 2017 and held it in 3 quarters. The position peaked at $254K in Q1 2018. 198 funds tracked by Wall St. Rank hold AAXJ as of Q3 2018.

  • WESPAC Advisors SoCal reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 3,355 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2018, an estimated $238K.
  • WESPAC Advisors SoCal first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2017 and held it in 3 quarters.
  • WESPAC Advisors SoCal's iShares MSCI All Country Asia ex Japan ETF position peaked at $254K in Q1 2018.
  • 198 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2018, filed 22 Oct 2018.