CTWM
Cherry Tree Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$35.1K | 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% | -$53.8K | 0.12% | 92 |
|
|
2023
Q4 | $508K | Sell |
7,332
-1,035
| -12% | -$71.8K | 0.14% | 85 |
|
|
2023
Q3 | $546K | Hold |
8,367
| – | – | 0.16% | 79 |
|
|
2023
Q2 | $565K | Buy |
+8,367
| New | +$565K | 0.16% | 76 |
|