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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$294K	Sell
2025 Q2	$279K	Buy
2025 Q1	$225K	Buy
2024 Q4	$221K	Sell
2024 Q3	$220K	Buy
2024 Q2	$210K	Sell
2024 Q1	$254K	Hold
2023 Q4	$213K	Buy
2023 Q3	$188K	Hold
2023 Q2	$194K	Buy