Creative Planning’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Creative Planning’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	$407K	Sell	4,232 -260	-6%	-$26K	﹤0.01%	3178
2025 Q4	$418K	Buy	4,492 +1,244	+38%	+$116K	﹤0.01%	2992
2025 Q3	$296K	Sell	3,248 -650	-17%	-$56.1K	﹤0.01%	3155
2025 Q2	$322K	Sell	3,898 -346	-8%	-$26.5K	﹤0.01%	2842
2025 Q1	$314K	Hold	4,244	–	–	﹤0.01%	2715
2024 Q4	$306K	Buy	4,244 +267	+7%	+$20.3K	﹤0.01%	2649
2024 Q3	$312K	Sell	3,977 -1,977	-33%	-$144K	﹤0.01%	2484
2024 Q2	$429K	Buy	5,954 +1,438	+32%	+$101K	﹤0.01%	2063
2024 Q1	$306K	Buy	4,516 +765	+20%	+$50.2K	﹤0.01%	2240
2023 Q4	$250K	Sell	3,751 -797	-18%	-$51.2K	﹤0.01%	2231
2023 Q3	$289K	Sell	4,548 -130	-3%	-$8.62K	﹤0.01%	1971
2023 Q2	$311K	Buy	4,678 +37	+0.8%	+$2.47K	﹤0.01%	1888
2023 Q1	$315K	Sell	4,641 -124	-3%	-$8.47K	﹤0.01%	1784
2022 Q4	$309K	Buy	4,765 +100	+2%	+$6.18K	﹤0.01%	1712
2022 Q3	$273K	Hold	4,665	–	–	﹤0.01%	1712
2022 Q2	$323K	Sell	4,665 -21	-0.4%	-$1.48K	﹤0.01%	1558
2022 Q1	$352K	Buy	4,686 +5	+0.1%	+$396	﹤0.01%	1529
2021 Q4	$387K	Hold	4,681	–	–	﹤0.01%	1458
2021 Q3	$398K	Buy	4,681 +810	+21%	+$71.6K	﹤0.01%	1426
2021 Q2	$366K	Sell	3,871 -240	-6%	-$22.4K	﹤0.01%	1449
2021 Q1	$381K	Buy	4,111 +475	+13%	+$45.5K	﹤0.01%	1623
2020 Q4	$326K	Buy	3,636 +1,016	+39%	+$85.1K	﹤0.01%	1566
2020 Q3	$202K	Buy	+2,620	New	+$200K	﹤0.01%	1675
2020 Q1	–	Sell	-5,741	Closed	-$422K	–	1862
2019 Q4	$422K	Buy	+5,741	New	+$402K	﹤0.01%	1202
2017 Q3	–	Sell	-1,479	Closed	-$100K	–	1885
2017 Q2	$100K	Buy	1,479 +780	+112%	+$51.2K	﹤0.01%	1993
2017 Q1	$44K	Hold	699	–	–	﹤0.01%	2565
2016 Q4	$38K	Sell	699 -1,302	-65%	-$75K	﹤0.01%	2603
2016 Q3	$121K	Buy	2,001 +1,302	+186%	+$76.1K	﹤0.01%	1717
2016 Q2	$38K	Hold	699	–	–	﹤0.01%	2324
2016 Q1	$38K	Hold	699	–	–	﹤0.01%	2280
2015 Q4	$37K	Hold	699	–	–	﹤0.01%	2354
2015 Q3	$37K	Buy	+699	New	+$39.5K	﹤0.01%	2263
2015 Q2	–	Sell	-699	Closed	-$45K	–	1110
2015 Q1	$45K	Hold	699	–	–	﹤0.01%	2090
2014 Q4	$43K	Sell	699 -820	-54%	-$50.4K	﹤0.01%	2101
2014 Q3	$93K	Buy	1,519 +813	+115%	+$52.5K	﹤0.01%	1526
2014 Q2	$44K	Buy	706 +7	+1%	+$429	﹤0.01%	1942
2014 Q1	$41K	Hold	699	–	–	﹤0.01%	1924
2013 Q4	$42K	Hold	699	–	–	﹤0.01%	1728
2013 Q3	$41K	Sell	699 -40	-5%	-$2.26K	﹤0.01%	1628
2013 Q2	$40K	Buy	+739	New	+$43K	﹤0.01%	1498

Other funds holding AAXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIIMS

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

JSAM

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

PGDP

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

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

PCH

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

Creative Planning's AAXJ Position: Q1 2026 in Review

Creative Planning reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 5.8% in Q1 2026, selling an estimated $26K and leaving 4,232 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

Creative Planning first reported a position in AAXJ in Q2 2013 and has held it in 40 quarters since. The position peaked at $429K in Q2 2024. 214 funds tracked by Wall St. Rank hold AAXJ as of Q1 2026.

Creative Planning held 4,232 shares of iShares MSCI All Country Asia ex Japan ETF worth $407K as of Q1 2026.
Creative Planning sold 260 iShares MSCI All Country Asia ex Japan ETF shares in Q1 2026, an estimated $26K.
iShares MSCI All Country Asia ex Japan ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3178 holding.
Creative Planning first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2013 and has held it in 40 quarters since.
Creative Planning's iShares MSCI All Country Asia ex Japan ETF position peaked at $429K in Q2 2024.
214 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.