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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.81K Sell
2025
Q1
$6.5K Buy
2024
Q4
$3K Hold
2024
Q3
$3.34K Hold
2024
Q2
$3.17K Hold
2024
Q1
$3.22K Hold
2023
Q4
$3K Hold
2023
Q3
$2.68K Hold
2023
Q2
$2.96K Buy