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Cherry Tree Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cherry Tree Wealth Management’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425K Sell
4,651
-895
-16% -$80.8K 0.09% 104
2025
Q4 		$478K Sell
5,546
-190
-3% -$16.2K 0.1% 102
2025
Q3 		$487K Sell
5,736
-341
-6% -$28.8K 0.11% 95
2025
Q2 		$511K Hold
6,077
– – 0.12% 90
2025
Q1 		$474K Hold
6,077
– – 0.11% 94
2024
Q4 		$430K Sell
6,077
-496
-8% -$36.5K 0.11% 103
2024
Q3 		$504K Hold
6,573
– – 0.12% 94
2024
Q2 		$456K Hold
6,573
– – 0.11% 98
2024
Q1 		$466K Sell
6,573
-759
-10% -$52.8K 0.12% 92
2023
Q4 		$508K Sell
7,332
-1,035
-12% -$68.6K 0.14% 85
2023
Q3 		$546K Hold
8,367
– – 0.16% 79
2023
Q2 		$565K Buy
+8,367
New +$577K 0.16% 76

Other funds holding EFAV

Fidelity Investments
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return