Palisades Hudson Asset Management, L.P. AAXJ holdings history
ISHARES MSCI ALL COUNTRY ASI · CUSIP 464288182 · CIK 1388443
As of 2026-06-30, Palisades Hudson Asset Management, L.P. reported 85.01K AAXJ (shares), valued at $10.14M, or 3.55% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 5.44%; reported value increased 17.18%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.55% | 85,009 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 3.37% | 89,902 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 3.29% | 91,021 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 3.60% | 108,656 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 3.54% | 109,539 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 3.45% | 102,652 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 2.15% | 70,638 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 1.21% | 36,625 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 0.62% | 18,730 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 0.61% | 19,853 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 0.65% | 20,000 | SEC filing ↗Filed Feb 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.65% | 20,000 | $1.33M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.61% | 19,853 | $1.34M | Shares decreased 0.73%; reported value increased 1.05%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 0.62% | 18,730 | $1.35M | Shares decreased 5.66%; reported value increased 0.22%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 1.21% | 36,625 | $2.87M | Shares increased 95.54%; reported value increased 113.13%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 2.15% | 70,638 | $5.10M | Shares increased 92.87%; reported value increased 77.48%, and weight changed +0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 3.45% | 102,652 | $7.60M | Shares increased 45.32%; reported value increased 48.97%, and weight changed +1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 3.54% | 109,539 | $9.05M | Shares increased 6.71%; reported value increased 19.14%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 3.60% | 108,656 | $9.91M | Shares decreased 0.81%; reported value increased 9.52%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 3.29% | 91,021 | $8.48M | Shares decreased 16.23%; reported value decreased 14.49%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 3.37% | 89,902 | $8.66M | Shares decreased 1.23%; reported value increased 2.14%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 3.55% | 85,009 | $10.14M | Shares decreased 5.44%; reported value increased 17.18%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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