Activest Bets Big on Asia With $5.8 Million AAXJ Purchase

Activest Wealth Management bought 57,758 shares of iShares MSCI All Country Asia ex Japan ETF; the transaction value was roughly $5.8 million (estimated using quarterly average pricing). The transaction represented a 1.0% change in 13F assets under management (AUM).

The Motley Fool • Apr 15, 2026

Are Asian ETFs in Jeopardy Amid the War & Tariff Double Whammy?

Asian ETFs are under pressure as surging oil prices and new U.S. tariffs trigger market turmoil and sharp fund outflows across the region.

Zacks Investment Research • Mar 13, 2026

Why AAXJ Is A Better ETF Than AIA

The iShares MSCI All Country Asia ex Japan ETF offers superior diversification across Asia ex Japan, with 915 holdings and meaningful exposure to India and Southeast Asia. The iShares Asia 50 ETF is highly concentrated, with 51% in four tech stocks, exposing investors to significant concentration and the "AI trade" risk. AAXJ's broader sector and geographic mix, including India's growth, justify its slightly higher 0.72% expense ratio and 20x P/E.

Seeking Alpha • Feb 25, 2026

Foreign Stocks Extend Lead Over U.S. Shares In 2026

Global stocks are still outperforming US shares so far in 2026, extending last year's winning run. Using a set of ETFs through yesterday's close (Jan. 21), all the major equity regions of the world are maintaining a healthy lead over the US.

Seeking Alpha • Jan 22, 2026

This $28 Million Asia ETF Bet Now Makes Up 17% of One Portfolio -- Here's What to Know

BFI Infinity Ltd. increased its AAXJ position by 132,421 shares; the estimated trade value is $12.30 million based on quarterly average pricing.

The Motley Fool • Jan 16, 2026

Foreign Stocks Still On Track To Outperform U.S. In 2025

Global equities strategies are having a moment this year. The SPDR S&P 500 ETF in isolation looks strong, posting an 18.3% year-to-date gain.

Seeking Alpha • Oct 29, 2025

APAC Equities: The Sensitivity To Oil Prices

Among APAC equity markets, Australia has a higher beta to oil prices while India, Indonesia and Thailand have lower betas. Domestic political uncertainties have been one main reason for the decoupling trend seen in Indonesia and Thailand.

Seeking Alpha • Jul 29, 2025

Japan Trade Deal Boosts Return Premium For Foreign Stocks

Global equities ex-US were already leading US stocks in 2025 by a wide margin ahead of the trade deal announced this week between the US and Japan. Vanguard International Stock ETF rose sharply yesterday, and is now up 21.8% year to date.

Seeking Alpha • Jul 24, 2025

AAXJ: Ambivalent Outlook

The MSCI Asia Ex Japan Index includes two developed and eight emerging Asian markets, aligning closely with the MSCI AC Asia Index over the past decade. This ETF tracks the AC Asia Ex Japan Index invests in over 900 companies, with a management fee, offering broad exposure to Asian markets. Many Japanese equities trade well below book value, presenting potential undervaluation opportunities compared to the MSCI EM Index.

Seeking Alpha • Mar 20, 2025

AAXJ: Not For Now, Let The Global Markets Settle

iShares MSCI All Country Asia ex Japan ETF focuses on emerging markets like India, China, and South Korea, excluding Japan due to its developed market status. AAXJ has underperformed long-term, delivering only 16.3% five-year total return, but has recently outperformed the S&P 500. The ETF's top holding, Taiwan Semiconductor, faces risks from geopolitical tensions, while its financials and consumer discretionary sectors have driven recent gains.

Seeking Alpha • Mar 6, 2025