CTWM
Cherry Tree Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
13,783
-33
| -0.2% | -$3.1K | 0.3% | 61 |
|
|
2025
Q1 | $1.29M | Sell |
13,816
-642
| -4% | -$60.1K | 0.31% | 60 |
|
|
2024
Q4 | $1.28M | Sell |
14,458
-816
| -5% | -$72.5K | 0.32% | 57 |
|
|
2024
Q3 | $1.39M | Sell |
15,274
-411
| -3% | -$37.5K | 0.33% | 58 |
|
|
2024
Q2 | $1.32M | Sell |
15,685
-513
| -3% | -$43.1K | 0.33% | 59 |
|
|
2024
Q1 | $1.35M | Sell |
16,198
-1,107
| -6% | -$92.5K | 0.34% | 56 |
|
|
2023
Q4 | $1.35M | Buy |
17,305
+160
| +0.9% | +$12.5K | 0.36% | 53 |
|
|
2023
Q3 | $1.24M | Sell |
17,145
-906
| -5% | -$65.6K | 0.36% | 47 |
|
|
2023
Q2 | $1.34M | Buy |
+18,051
| New | +$1.34M | 0.39% | 45 |
|