CTWM
Cherry Tree Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
1,820
-23
| -1% | -$2.06K | 0.04% | 172 |
|
|
2025
Q1 | $151K | Sell |
1,843
-2,078
| -53% | -$170K | 0.04% | 177 |
|
|
2024
Q4 | $296K | Sell |
3,921
-184
| -4% | -$13.9K | 0.07% | 131 |
|
|
2024
Q3 | $343K | Hold |
4,105
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $322K | Hold |
4,105
| – | – | 0.08% | 125 |
|
|
2024
Q1 | $328K | Hold |
4,105
| – | – | 0.08% | 123 |
|
|
2023
Q4 | $309K | Hold |
4,105
| – | – | 0.08% | 122 |
|
|
2023
Q3 | $283K | Hold |
4,105
| – | – | 0.08% | 122 |
|
|
2023
Q2 | $298K | Buy |
+4,105
| New | +$298K | 0.09% | 119 |
|