YWP
AAXJ icon

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

YorkBridge Wealth Partners’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
2017
Q1 		– Sell
-1,500
Closed -$85K – 868
2016
Q4 		$85K Buy
+1,500
New +$86.4K 0.05% 261

Other funds holding AAXJ

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

YorkBridge Wealth Partners's AAXJ Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q1 2017, closing a stake of 1,500 shares — an estimated $85K sold.

YorkBridge Wealth Partners first reported a position in AAXJ in Q4 2016 and held it in 1 quarter. The position peaked at $85K in Q4 2016. 152 funds tracked by Wall St. Rank hold AAXJ as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,500 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2017, an estimated $85K.
  • YorkBridge Wealth Partners first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's iShares MSCI All Country Asia ex Japan ETF position peaked at $85K in Q4 2016.
  • 152 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.