Cherry Tree Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Cherry Tree Wealth Management’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 Q1	$186K	Hold	1,933	–	–	0.04%	166
2025 Q4	$180K	Hold	1,933	–	–	0.04%	170
2025 Q3	$176K	Hold	1,933	–	–	0.04%	169
2025 Q2	$160K	Hold	1,933	–	–	0.04%	174
2025 Q1	$143K	Hold	1,933	–	–	0.03%	182
2024 Q4	$140K	Hold	1,933	–	–	0.03%	179
2024 Q3	$152K	Hold	1,933	–	–	0.04%	178
2024 Q2	$139K	Hold	1,933	–	–	0.03%	177
2024 Q1	$131K	Sell	1,933 -92	-5%	-$6.03K	0.03%	184
2023 Q4	$135K	Hold	2,025	–	–	0.04%	173
2023 Q3	$129K	Sell	2,025 -753	-27%	-$49.9K	0.04%	168
2023 Q2	$185K	Buy	+2,778	New	+$186K	0.05%	146

Other funds holding AAXJ

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

Pragma Gestao de Patrimonio Sao Paulo, Brazil $189M AUM 21.5% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $74B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return