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
Q2
$511K Hold
2025
Q1
$474K Hold
2024
Q4
$430K Sell
2024
Q3
$504K Hold
2024
Q2
$456K Hold
2024
Q1
$466K Sell
2023
Q4
$508K Sell
2023
Q3
$546K Hold
2023
Q2
$565K Buy