Cherry Tree Wealth Management
EFAV icon

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
Q3 		$399K Hold
4,376
– – 0.08% 116
2026
Q2 		$384K Sell
4,376
-275
-6% -$25K 0.07% 120
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

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AssetMark Inc
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Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
CFG
Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Cherry Tree Wealth Management's EFAV Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 4,376 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #116.

Cherry Tree Wealth Management first reported a position in EFAV in Q2 2023 and has held it in 14 quarters since. The position peaked at $565K in Q2 2023. 165 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Cherry Tree Wealth Management held 4,376 shares of iShares MSCI EAFE Min Vol Factor ETF worth $399K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Cherry Tree Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $565K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.