Cherry Tree Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cherry Tree Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.29M	Sell
2025 Q1	$1.29M	Sell
2024 Q4	$1.28M	Sell
2024 Q3	$1.39M	Sell
2024 Q2	$1.32M	Sell
2024 Q1	$1.35M	Sell
2023 Q4	$1.35M	Buy
2023 Q3	$1.24M	Sell
2023 Q2	$1.34M	Buy