CTWM
Cherry Tree Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Hold |
9,731
| – | – | 0.14% | 82 |
|
|
2025
Q1 | $574K | Buy |
9,731
+62
| +0.6% | +$3.65K | 0.14% | 83 |
|
|
2024
Q4 | $507K | Sell |
9,669
-202
| -2% | -$10.6K | 0.13% | 87 |
|
|
2024
Q3 | $568K | Sell |
9,871
-48
| -0.5% | -$2.76K | 0.13% | 86 |
|
|
2024
Q2 | $526K | Sell |
9,919
-75
| -0.8% | -$3.98K | 0.13% | 85 |
|
|
2024
Q1 | $544K | Sell |
9,994
-3
| -0% | -$163 | 0.14% | 83 |
|
|
2023
Q4 | $521K | Buy |
9,997
+31
| +0.3% | +$1.62K | 0.14% | 83 |
|
|
2023
Q3 | $488K | Hold |
9,966
| – | – | 0.14% | 83 |
|
|
2023
Q2 | $488K | Buy |
+9,966
| New | +$488K | 0.14% | 85 |
|