Tolleson Wealth Management, Inc.
Position in AAXJ — iShares MSCI All Country Asia ex Japan ETF
CIK 1772937
DALLAS, TX
Position in AAXJ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,052,088
+$170,102 QoQ
Shares Held
33,957
-18.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.74%
of 13F equity value
Holder Rank
#30
of 96 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in AAXJ Over Time
Shares Held
Position Value (USD)
All Filings in AAXJ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,052,088 | 33,957 | Shares | Defined | 2026-08-13 | |
| 2025-12-31 | $3,881,986 | 41,688 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,949,917 | 43,301 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,620,904 | 43,826 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $3,248,304 | 43,896 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $3,183,065 | 44,099 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,469,843 | 44,230 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,183,675 | 44,230 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,078,356 | 45,437 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,035,525 | 45,599 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,895,536 | 45,599 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,088,994 | 46,493 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,210,929 | 47,310 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,065,214 | 47,310 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,769,054 | 47,310 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,273,852 | 47,310 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,549,669 | 47,310 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,003,010 | 48,404 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,110,951 | 48,404 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,611,694 | 48,801 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,521,900 | 48,801 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $4,373,057 | 48,801 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,765,973 | 48,801 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,606,809 | 37,687 | Shares | Defined | 2020-11-20 | |
| 2020-03-31 | $2,139,827 | 35,831 | Shares | Defined | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||