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Caldwell Sutter Capital’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Caldwell Sutter Capital’s Portfolio AAXJ Stock Details AAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$573K Hold
4,800
– – 0.22% 110
2026
Q1 		$462K Hold
4,800
– – 0.19% 129
2025
Q4 		$447K Sell
4,800
-252
-5% -$23.4K 0.19% 127
2025
Q3 		$461K Hold
5,052
– – 0.2% 126
2025
Q2 		$417K Sell
5,052
-1,140
-18% -$87.2K 0.19% 123
2025
Q1 		$458K Hold
6,192
– – 0.22% 116
2024
Q4 		$447K Hold
6,192
– – 0.21% 118
2024
Q3 		$486K Hold
6,192
– – 0.23% 118
2024
Q2 		$446K Hold
6,192
– – 0.22% 119
2024
Q1 		$420K Hold
6,192
– – 0.2% 123
2023
Q4 		$412K Buy
6,192
+695
+13% +$44.7K 0.21% 118
2023
Q3 		$349K Hold
5,497
– – 0.19% 121
2023
Q2 		$365K Buy
5,497
+5,244
+2,073% +$350K 0.19% 122
2023
Q1 		$17.2K Buy
+253
New +$17.3K 0.01% 351

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caldwell Sutter Capital's AAXJ Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q2 2026 at 4,800 shares worth $573K. The position accounts for 0.22% of the portfolio, ranked #110.

Caldwell Sutter Capital first reported a position in AAXJ in Q1 2023 and has held it in 14 quarters since. 221 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

  • Caldwell Sutter Capital held 4,800 shares of iShares MSCI All Country Asia ex Japan ETF worth $573K as of Q2 2026.
  • Caldwell Sutter Capital left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q2 2026.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.22% of Caldwell Sutter Capital's portfolio in Q2 2026, its #110 holding.
  • Caldwell Sutter Capital first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2023 and has held it in 14 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.