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Cherry Tree Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Cherry Tree Wealth Management’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Sell
2,921
-72
-2% -$3.87K 0.03% 178
2025
Q4 		$151K Hold
2,993
– – 0.03% 185
2025
Q3 		$154K Hold
2,993
– – 0.03% 182
2025
Q2 		$148K Hold
2,993
– – 0.03% 181
2025
Q1 		$132K Hold
2,993
– – 0.03% 191
2024
Q4 		$131K Hold
2,993
– – 0.03% 187
2024
Q3 		$146K Hold
2,993
– – 0.03% 182
2024
Q2 		$129K Sell
2,993
-403
-12% -$17.4K 0.03% 183
2024
Q1 		$145K Hold
3,396
– – 0.04% 175
2023
Q4 		$147K Hold
3,396
– – 0.04% 166
2023
Q3 		$135K Hold
3,396
– – 0.04% 164
2023
Q2 		$143K Buy
+3,396
New +$147K 0.04% 162

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return