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

Cherry Tree Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122K Sell
1,174
-477
-29% -$49.1K 0.02% 209
2026
Q1 		$160K Sell
1,651
-131
-7% -$13.1K 0.03% 175
2025
Q4 		$171K Hold
1,782
– – 0.04% 174
2025
Q3 		$166K Sell
1,782
-38
-2% -$3.45K 0.04% 177
2025
Q2 		$163K Sell
1,820
-23
-1% -$1.96K 0.04% 172
2025
Q1 		$151K Sell
1,843
-2,078
-53% -$167K 0.04% 177
2024
Q4 		$296K Sell
3,921
-184
-4% -$14.6K 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

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Cherry Tree Wealth Management's EFA Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 29% in Q2 2026, selling an estimated $49.1K and leaving 1,174 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #209.

Cherry Tree Wealth Management first reported a position in EFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $343K in Q3 2024. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Cherry Tree Wealth Management held 1,174 shares of iShares MSCI EAFE ETF worth $122K as of Q2 2026.
  • Cherry Tree Wealth Management sold 477 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $49.1K.
  • iShares MSCI EAFE ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Cherry Tree Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's iShares MSCI EAFE ETF position peaked at $343K in Q3 2024.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.