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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cherry Tree Wealth Management's EFA Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 7.4% in Q1 2026, selling an estimated $13.1K and leaving 1,651 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #175.

Cherry Tree Wealth Management first reported a position in EFA in Q2 2023 and has held it in 12 quarters since. The position peaked at $343K in Q3 2024. 2,212 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Cherry Tree Wealth Management held 1,651 shares of iShares MSCI EAFE ETF worth $160K as of Q1 2026.
Cherry Tree Wealth Management sold 131 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $13.1K.
iShares MSCI EAFE ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #175 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares MSCI EAFE ETF position peaked at $343K in Q3 2024.
2,212 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.