Cherry Tree Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cherry Tree Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-34	Closed	-$3.87K	–	590
2025 Q4	$3.87K	Hold	34	–	–	﹤0.01%	502
2025 Q3	$3.87K	Hold	34	–	–	﹤0.01%	484
2025 Q2	$3.81K	Sell	34 -31	-48%	-$3.27K	﹤0.01%	501
2025 Q1	$6.5K	Buy	65 +34	+110%	+$3.47K	﹤0.01%	491
2024 Q4	$3K	Hold	31	–	–	﹤0.01%	513
2024 Q3	$3.34K	Hold	31	–	–	﹤0.01%	508
2024 Q2	$3.17K	Hold	31	–	–	﹤0.01%	488
2024 Q1	$3.22K	Hold	31	–	–	﹤0.01%	473
2023 Q4	$3K	Hold	31	–	–	﹤0.01%	474
2023 Q3	$2.68K	Hold	31	–	–	﹤0.01%	463
2023 Q2	$2.96K	Buy	+31	New	+$2.95K	﹤0.01%	465

Other funds holding EFG

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Cherry Tree Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 34 shares — an estimated $3.87K sold.

Cherry Tree Wealth Management first reported a position in EFG in Q2 2023 and held it in 11 quarters. The position peaked at $6.5K in Q1 2025. 1,016 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Cherry Tree Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Cherry Tree Wealth Management sold 34 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.87K.
Cherry Tree Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 11 quarters.
Cherry Tree Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $6.5K in Q1 2025.
1,016 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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