Cherry Tree Wealth Management
EFG icon

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
Q3 		$120 Hold
1
– – ﹤0.01% 574
2026
Q2 		$125 Buy
+1
New +$121 ﹤0.01% 588
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

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Cherry Tree Wealth Management's EFG Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 1 share worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Cherry Tree Wealth Management first reported a position in EFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.5K in Q1 2025. 353 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Cherry Tree Wealth Management held 1 share of iShares MSCI EAFE Growth ETF worth $120 as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #574 holding.
  • Cherry Tree Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $6.5K in Q1 2025.
  • 353 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.