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Ishares Core Msci Eafe Etf core msci eafe shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Ishares Core Msci Eafe Etf core msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Core Msci Eafe Etf core msci eafe held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 20k 74.22
2023-12-31 $1.4M 20k 70.35
2023-09-30 $1.3M 21k 64.35
2023-06-30 $1.4M 21k 67.50

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Ubs Global Asset Management Americas
Wells Fargo & Company
Conrad N. Hilton Foundation
Envestnet Asset Management
BlackRock
LPL Financial
Goldman Sachs Group
Us Bancorp
Raymond James & Associates
Northwestern Mutual Wealth Management Company
UBS Group
Bank of New York Mellon

View all funds holding Ishares Core Msci Eafe Etf core msci eafe