Cherry Tree Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
2025
Q1
$151K Sell
2024
Q4
$296K Sell
2024
Q3
$343K Hold
2024
Q2
$322K Hold
2024
Q1
$328K Hold
2023
Q4
$309K Hold
2023
Q3
$283K Hold
2023
Q2
$298K Buy