Wunderlich Capital Managemnt’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Wunderlich Capital Managemnt’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	$338K	Sell	4,697 -153	-3%	-$10.7K	0.15%	70
2024 Q1	$329K	Sell	4,850 -459	-9%	-$30.1K	0.15%	78
2023 Q4	$353K	Buy	5,309 +37	+0.7%	+$2.38K	0.16%	79
2023 Q3	$335K	Buy	5,272 +251	+5%	+$16.6K	0.17%	74
2023 Q2	$334K	Hold	5,021	–	–	0.16%	72
2023 Q1	$341K	Buy	5,021 +90	+2%	+$6.15K	0.18%	74
2022 Q4	$319K	Buy	+4,931	New	+$305K	0.18%	72

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $4.3B AUM 37.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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

Wunderlich Capital Managemnt's AAXJ Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 3.2% in Q2 2024, selling an estimated $10.7K and leaving 4,697 shares worth $338K. The position accounts for 0.15% of the portfolio, ranked #70.

Wunderlich Capital Managemnt first reported a position in AAXJ in Q4 2022 and has held it in 7 quarters since. The position peaked at $353K in Q4 2023. 175 funds tracked by Wall St. Rank hold AAXJ as of Q2 2024.

Wunderlich Capital Managemnt held 4,697 shares of iShares MSCI All Country Asia ex Japan ETF worth $338K as of Q2 2024.
Wunderlich Capital Managemnt sold 153 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2024, an estimated $10.7K.
iShares MSCI All Country Asia ex Japan ETF made up 0.15% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #70 holding.
Wunderlich Capital Managemnt first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2022 and has held it in 7 quarters since.
Wunderlich Capital Managemnt's iShares MSCI All Country Asia ex Japan ETF position peaked at $353K in Q4 2023.
175 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.