Cherry Tree Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $478K | Sell |
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|
2025
Q3 | $487K | Sell |
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|
2025
Q2 | $511K | Hold |
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|
2025
Q1 | $474K | Hold |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $456K | Hold |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $546K | Hold |
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|
2023
Q2 | $565K | Buy |
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