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 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 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

PGDP

Pragma Gestao de Patrimonio Sao Paulo, Brazil $127M AUM 22.09% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Cherry Tree Wealth Management's AAXJ Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI All Country Asia ex Japan ETF (AAXJ) position steady in Q1 2026 at 1,933 shares worth $186K. The position accounts for 0.04% of the portfolio, ranked #166.

Cherry Tree Wealth Management first reported a position in AAXJ in Q2 2023 and has held it in 12 quarters since. 215 funds tracked by Wall St. Rank hold AAXJ as of Q1 2026.

Cherry Tree Wealth Management held 1,933 shares of iShares MSCI All Country Asia ex Japan ETF worth $186K as of Q1 2026.
Cherry Tree Wealth Management left its iShares MSCI All Country Asia ex Japan ETF share count unchanged in Q1 2026.
iShares MSCI All Country Asia ex Japan ETF made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #166 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2023 and has held it in 12 quarters since.
215 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.