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Cherry Tree Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cherry Tree Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.66M Sell
18,327
-15
-0.1% -$1.4K 0.35% 57
2025
Q4 		$1.64M Hold
18,342
– – 0.35% 58
2025
Q3 		$1.6M Sell
18,342
-866
-5% -$73.6K 0.35% 57
2025
Q2 		$1.6M Sell
19,208
-1,288
-6% -$102K 0.37% 53
2025
Q1 		$1.55M Buy
20,496
+67
+0.3% +$5.01K 0.37% 52
2024
Q4 		$1.44M Buy
20,429
+817
+4% +$60.3K 0.36% 55
2024
Q3 		$1.53M Sell
19,612
-635
-3% -$47.5K 0.36% 53
2024
Q2 		$1.47M Buy
20,247
+50
+0.2% +$3.68K 0.37% 53
2024
Q1 		$1.5M Buy
20,197
+182
+0.9% +$13K 0.38% 53
2023
Q4 		$1.41M Sell
20,015
-742
-4% -$48.9K 0.38% 51
2023
Q3 		$1.34M Buy
20,757
+86
+0.4% +$5.76K 0.39% 45
2023
Q2 		$1.4M Buy
+20,671
New +$1.4M 0.41% 43

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.08% in Q1 2026, selling an estimated $1.4K and leaving 18,327 shares worth $1.66M. The position accounts for 0.35% of the portfolio, ranked #57.

Cherry Tree Wealth Management first reported a position in IEFA in Q2 2023 and has held it in 12 quarters since. 2,411 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Cherry Tree Wealth Management held 18,327 shares of iShares Core MSCI EAFE ETF worth $1.66M as of Q1 2026.
  • Cherry Tree Wealth Management sold 15 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.4K.
  • iShares Core MSCI EAFE ETF made up 0.35% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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