Cherry Tree Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$618K	Hold
2025 Q1	$574K	Buy
2024 Q4	$507K	Sell
2024 Q3	$568K	Sell
2024 Q2	$526K	Sell
2024 Q1	$544K	Sell
2023 Q4	$521K	Buy
2023 Q3	$488K	Hold
2023 Q2	$488K	Buy