Cherry Tree Wealth Management, LLC Msci Eafe Value ETF Transaction History

Cherry Tree Wealth Management, LLC

$430 Billion
Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,731 shares of EFV stock, worth $662,194. This represents 0.14% of its overall portfolio holdings.

Number of Shares

9,731

Previous 9,731 -0.0%

Holding current value

$662,194

Previous $574 Million 7.7%

% of portfolio

0.14%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$51.88 - $60.73 $3,216 - $3,765	62 Added 0.64%	9,731 $574 Million
Q4 2024 Feb 04, 2025	SELL	$51.78 - $57.15 $10,459 - $11,544	-202 Reduced 2.05%	9,669 $507 Million
Q3 2024 Nov 12, 2024	SELL	$51.72 - $57.96 $2,482 - $2,782	-48 Reduced 0.48%	9,871 $568 Million
Q2 2024 Aug 06, 2024	SELL	$52.34 - $56.41 $3,925 - $4,230	-75 Reduced 0.75%	9,919 $526 Million
Q1 2024 May 01, 2024	SELL	$50.46 - $54.5 $151 - $163	-3 Reduced 0.03%	9,994 $544 Million
Q4 2023 Feb 06, 2024	BUY	$46.57 - $52.25 $1,443 - $1,619	31 Added 0.31%	9,997 $521 Million
Q2 2023 Aug 09, 2023	BUY	$47.6 - $50.24 $474,381 - $500,691	9,966 New	9,966 $488 Million

Others Institutions Holding EFV

# of Institutions

1,216

Shares Held

355M

Call Options Held

1.3M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

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.

Account

Cherry Tree Wealth Management, LLC Msci Eafe Value ETF Transaction History