Evercore Wealth Management, LLC
Position in AAXJ — iShares MSCI All Country Asia ex Japan ETF
CIK 1482689
New York, NY
Position in AAXJ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,100,790
+$598,695 QoQ
Shares Held
25,985
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#35
of 96 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAXJ Over Time
Shares Held
Position Value (USD)
All Filings in AAXJ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,100,790 | 25,985 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,502,095 | 25,985 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,419,723 | 25,985 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,370,351 | 25,985 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,161,339 | 26,160 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,957,596 | 26,454 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,908,583 | 26,442 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,074,374 | 26,442 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,931,871 | 26,839 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,818,342 | 26,839 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,786,672 | 26,839 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,848,739 | 29,114 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,127,010 | 32,014 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,172,790 | 32,014 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,141,244 | 33,049 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,934,709 | 33,055 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,405,738 | 34,765 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $2,768,081 | 36,893 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $4,627,064 | 55,950 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,958,043 | 58,378 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $5,725,754 | 60,590 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,920,046 | 63,890 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $5,710,396 | 63,725 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,947,599 | 64,113 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,623,253 | 66,839 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,424,415 | 74,086 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||