Cherry Tree Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
19,208
-1,288
| -6% | -$108K | 0.37% | 53 |
|
|
2025
Q1 | $1.55M | Buy |
20,496
+67
| +0.3% | +$5.07K | 0.37% | 52 |
|
|
2024
Q4 | $1.44M | Buy |
20,429
+817
| +4% | +$57.4K | 0.36% | 55 |
|
|
2024
Q3 | $1.53M | Sell |
19,612
-635
| -3% | -$49.6K | 0.36% | 53 |
|
|
2024
Q2 | $1.47M | Buy |
20,247
+50
| +0.2% | +$3.63K | 0.37% | 53 |
|
|
2024
Q1 | $1.5M | Buy |
20,197
+182
| +0.9% | +$13.5K | 0.38% | 53 |
|
|
2023
Q4 | $1.41M | Sell |
20,015
-742
| -4% | -$52.2K | 0.38% | 51 |
|
|
2023
Q3 | $1.34M | Buy |
20,757
+86
| +0.4% | +$5.53K | 0.39% | 45 |
|
|
2023
Q2 | $1.4M | Buy |
+20,671
| New | +$1.4M | 0.41% | 43 |
|