AAXJ β€” ISHARES TR MSCI AC ASIA ETF

Ownership history in Finley Financial, LLC  Β·  6 quarters on record

AI Ownership Summary

Finley Financial, LLC reported ISHARES TR MSCI AC ASIA ETF (AAXJ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2026 Q1. The latest visible filing shows AAXJ at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Finley Financial, LLC's position in ISHARES TR MSCI AC ASIA ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AAXJ was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Finley Financial, LLC held AAXJ β€” position size vs. price
% of Fund (quarterly)    AAXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,395 -60 -0.8% 0.33% $712K 2026-04-23 $106.54
2025 Q4 REDUCED 7,455 -70 -0.9% 0.32% $694K 2026-01-21 $98.93
2025 Q3 REDUCED 7,525 -65 -0.9% 0.32% $686K 2025-10-23 $92.65
2025 Q2 UNCHANGED 7,590 β€” 0% 0.32% $627K 2025-07-09 $81.48
2025 Q1 ADDED 7,590 +1,040 +15.9% 0.31% $557K 2025-05-13 $76.56
2024 Q4 INITIATED 6,550 β€” β€” 0.24% $466K 2025-01-17 $70.54

FAQ About Finley Financial, LLC and AAXJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Finley Financial, LLC reported owning AAXJ?

Finley Financial, LLC reported AAXJ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AAXJ position in Finley Financial, LLC's portfolio?

The largest reported portfolio weight for AAXJ was 0.33% in 2026 Q1.

What is the latest reported AAXJ position on this page?

The most recent filing on this page is 2026 Q1, when Finley Financial, LLC reported 7,395 shares, equal to 0.33% of portfolio, with an estimated market value of $712K.

What does the chart on this AAXJ ownership page compare?

The chart compares Finley Financial, LLC's quarterly AAXJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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