Modern Wealth Management, LLC
Position in AAXJ — iShares MSCI All Country Asia ex Japan ETF
CIK 2001900
KANSAS CITY, MO
Position in AAXJ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,936,725
+$79,099 QoQ
Shares Held
16,230
-15.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#45
of 96 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in AAXJ Over Time
Shares Held
Position Value (USD)
All Filings in AAXJ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,936,725 | 16,230 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,857,626 | 19,292 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,804,758 | 19,381 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,770,306 | 19,407 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,756,170 | 21,256 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,645,316 | 22,234 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $1,418,409 | 19,651 | Shares | Sole | 2025-05-30 | |
| 2024-09-30 | $1,475,252 | 18,805 | Shares | Sole | 2025-05-30 | |
| 2024-06-30 | $1,267,639 | 17,611 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 | $1,128,579 | 16,658 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||