CTWM
Cherry Tree Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$6.23K | 0.03% | 184 |
|
|
2023
Q4 | $135K | Hold |
2,025
| – | – | 0.04% | 173 |
|
|
2023
Q3 | $129K | Sell |
2,025
-753
| -27% | -$47.8K | 0.04% | 168 |
|
|
2023
Q2 | $185K | Buy |
+2,778
| New | +$185K | 0.05% | 146 |
|