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 Q2	$410K	Sell	1,195 -4	-0.3%	-$1.19K	0.08%	111
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Cherry Tree Wealth Management's MTUM Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.33% in Q2 2026, selling an estimated $1.19K and leaving 1,195 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #111.

Cherry Tree Wealth Management first reported a position in MTUM in Q2 2023 and has held it in 13 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Cherry Tree Wealth Management held 1,195 shares of iShares MSCI USA Momentum Factor ETF worth $410K as of Q2 2026.
Cherry Tree Wealth Management sold 4 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.19K.
iShares MSCI USA Momentum Factor ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #111 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and has held it in 13 quarters since.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.