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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
2026
Q1 		$731K Sell
9,835
-196
-2% -$14.7K 0.15% 77
2025
Q4 		$716K Buy
10,031
+409
+4% +$28.4K 0.15% 83
2025
Q3 		$653K Sell
9,622
-109
-1% -$7.18K 0.14% 81
2025
Q2 		$618K Hold
9,731
– – 0.14% 82
2025
Q1 		$574K Buy
9,731
+62
+0.6% +$3.51K 0.14% 83
2024
Q4 		$507K Sell
9,669
-202
-2% -$11.1K 0.13% 87
2024
Q3 		$568K Sell
9,871
-48
-0.5% -$2.65K 0.13% 86
2024
Q2 		$526K Sell
9,919
-75
-0.8% -$4.08K 0.13% 85
2024
Q1 		$544K Sell
9,994
-3
-0% -$157 0.14% 83
2023
Q4 		$521K Buy
9,997
+31
+0.3% +$1.53K 0.14% 83
2023
Q3 		$488K Hold
9,966
– – 0.14% 83
2023
Q2 		$488K Buy
+9,966
New +$491K 0.14% 85

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2% in Q1 2026, selling an estimated $14.7K and leaving 9,835 shares worth $731K. The position accounts for 0.15% of the portfolio, ranked #77.

Cherry Tree Wealth Management first reported a position in EFV in Q2 2023 and has held it in 12 quarters since. 1,261 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Cherry Tree Wealth Management held 9,835 shares of iShares MSCI EAFE Value ETF worth $731K as of Q1 2026.
  • Cherry Tree Wealth Management sold 196 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $14.7K.
  • iShares MSCI EAFE Value ETF made up 0.15% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Cherry Tree Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,261 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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