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 9,871 shares of EFV stock, worth $519,412. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,871
Previous 9,919 0.48%
Holding current value
$519,412
Previous $526 Million 7.94%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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.