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

Westshore Wealth’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
Q2 		– Sell
-3,259
Closed -$221K – 93
2024
Q1 		$221K Buy
3,259
+234
+8% +$15.3K 0.09% 90
2023
Q4 		$201K Sell
3,025
-282
-9% -$18.1K 0.09% 92
2023
Q3 		$210K Sell
3,307
-900
-21% -$59.7K 0.12% 85
2023
Q2 		$280K Buy
4,207
+2
+0% +$134 0.14% 74
2023
Q1 		$285K Hold
4,205
– – 0.15% 74
2022
Q4 		$272K Sell
4,205
-253
-6% -$15.6K 0.16% 78
2022
Q3 		$261K Buy
4,458
+37
+0.8% +$2.46K 0.18% 64
2022
Q2 		$306K Sell
4,421
-197
-4% -$13.9K 0.2% 59
2022
Q1 		$346K Sell
4,618
-734
-14% -$58.1K 0.23% 56
2021
Q4 		$443K Sell
5,352
-675
-11% -$57.5K 0.3% 45
2021
Q3 		$512K Buy
6,027
+10
+0.2% +$884 0.41% 34
2021
Q2 		$569K Sell
6,017
-1
-0% -$94 0.29% 59
2021
Q1 		$558K Buy
+6,018
New +$577K 0.32% 52
2019
Q4 		$382K Buy
+5,192
New +$363K 0.42% 54

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $4.3B AUM 37.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Westshore Wealth's AAXJ Position: Q2 2024 in Review

Westshore Wealth sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2024, closing a stake of 3,259 shares — an estimated $221K sold.

Westshore Wealth first reported a position in AAXJ in Q4 2019 and held it in 14 quarters. The position peaked at $569K in Q2 2021. 176 funds tracked by Wall St. Rank hold AAXJ as of Q2 2024.

  • Westshore Wealth reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2024 after selling out during the quarter.
  • Westshore Wealth sold 3,259 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2024, an estimated $221K.
  • Westshore Wealth first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2019 and held it in 14 quarters.
  • Westshore Wealth's iShares MSCI All Country Asia ex Japan ETF position peaked at $569K in Q2 2021.
  • 176 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2024.

Based on Westshore Wealth's 13F filing for Q2 2024, filed 1 Nov 2024.