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 Q2	$1.73M	Sell	17,914 -413	-2%	-$39.7K	0.33%	62
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cherry Tree Wealth Management's IEFA Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, selling an estimated $39.7K and leaving 17,914 shares worth $1.73M. The position accounts for 0.33% of the portfolio, ranked #62.

Cherry Tree Wealth Management first reported a position in IEFA in Q2 2023 and has held it in 13 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Cherry Tree Wealth Management held 17,914 shares of iShares Core MSCI EAFE ETF worth $1.73M as of Q2 2026.
Cherry Tree Wealth Management sold 413 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $39.7K.
iShares Core MSCI EAFE ETF made up 0.33% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #62 holding.
Cherry Tree Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.