A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,573 shares of EFAV stock, worth $463,199. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,573
Previous 6,573 -0.0%
Holding current value
$463,199
Previous $456 Million 10.59%
% of portfolio
0.12%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$67.46 - $71.15 $51,202 - $54,002
-759 Reduced 10.35%
6,573 $466 Million
Q4 2023

Feb 06, 2024

SELL
$63.1 - $69.34 $65,308 - $71,766
-1,035 Reduced 12.37%
7,332 $508 Million
Q2 2023

Aug 09, 2023

BUY
$66.75 - $70.85 $558,497 - $592,801
8,367 New
8,367 $565 Million

Others Institutions Holding EFAV

About ISHARES MSCI EAFE MIN VOL FACT


  • Ticker EFAV
  • Sector ETFs
  • Industry ETFs
More about EFAV
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.