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Cherry Tree Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cherry Tree Wealth Management’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$288K Buy
1,199
+40
+3% +$10.1K 0.06% 134
2025
Q4 		$290K Buy
1,159
+12
+1% +$3.01K 0.06% 136
2025
Q3 		$294K Sell
1,147
-15
-1% -$3.67K 0.06% 132
2025
Q2 		$279K Buy
1,162
+51
+5% +$11.1K 0.06% 137
2025
Q1 		$225K Buy
1,111
+41
+4% +$8.76K 0.05% 149
2024
Q4 		$221K Sell
1,070
-17
-2% -$3.56K 0.05% 151
2024
Q3 		$220K Buy
1,087
+8
+0.7% +$1.55K 0.05% 156
2024
Q2 		$210K Sell
1,079
-277
-20% -$51.7K 0.05% 155
2024
Q1 		$254K Hold
1,356
– – 0.06% 144
2023
Q4 		$213K Buy
1,356
+13
+1% +$1.91K 0.06% 148
2023
Q3 		$188K Hold
1,343
– – 0.06% 143
2023
Q2 		$194K Buy
+1,343
New +$189K 0.06% 145

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.5% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,199 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #134.

Cherry Tree Wealth Management first reported a position in MTUM in Q2 2023 and has held it in 12 quarters since. The position peaked at $294K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Cherry Tree Wealth Management held 1,199 shares of iShares MSCI USA Momentum Factor ETF worth $288K as of Q1 2026.
  • Cherry Tree Wealth Management bought 40 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $10.1K.
  • iShares MSCI USA Momentum Factor ETF made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Cherry Tree Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $294K in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

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