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Cherry Tree Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Cherry Tree Wealth Management’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-125
Closed -$6K – 594
2025
Q4 		$6K Buy
+125
New +$5.99K ﹤0.01% 475

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cherry Tree Wealth Management's IMTM Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2026, closing a stake of 125 shares — an estimated $6K sold.

Cherry Tree Wealth Management first reported a position in IMTM in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 232 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 125 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $6K.
  • Cherry Tree Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $6K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.