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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 16% in Q1 2026, selling an estimated $80.8K and leaving 4,651 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #104.

Cherry Tree Wealth Management first reported a position in EFAV in Q2 2023 and has held it in 12 quarters since. The position peaked at $565K in Q2 2023. 543 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Cherry Tree Wealth Management held 4,651 shares of iShares MSCI EAFE Min Vol Factor ETF worth $425K as of Q1 2026.
Cherry Tree Wealth Management sold 895 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $80.8K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.09% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #104 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 12 quarters since.
Cherry Tree Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $565K in Q2 2023.
543 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

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