Cherry Tree Wealth Management
USMV icon

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
2026
Q3 		$1.2M Sell
12,354
-302
-2% -$29.9K 0.23% 70
2026
Q2 		$1.22M Sell
12,656
-531
-4% -$50.4K 0.23% 69
2026
Q1 		$1.22M Sell
13,187
-186
-1% -$17.7K 0.26% 66
2025
Q4 		$1.26M Sell
13,373
-302
-2% -$28.4K 0.27% 66
2025
Q3 		$1.3M Sell
13,675
-108
-0.8% -$10.1K 0.29% 62
2025
Q2 		$1.29M Sell
13,783
-33
-0.2% -$3.04K 0.3% 61
2025
Q1 		$1.29M Sell
13,816
-642
-4% -$59.1K 0.31% 60
2024
Q4 		$1.28M Sell
14,458
-816
-5% -$74.9K 0.32% 57
2024
Q3 		$1.39M Sell
15,274
-411
-3% -$36.2K 0.33% 58
2024
Q2 		$1.32M Sell
15,685
-513
-3% -$42.3K 0.33% 59
2024
Q1 		$1.35M Sell
16,198
-1,107
-6% -$89.3K 0.34% 56
2023
Q4 		$1.35M Buy
17,305
+160
+0.9% +$11.9K 0.36% 53
2023
Q3 		$1.24M Sell
17,145
-906
-5% -$67.6K 0.36% 47
2023
Q2 		$1.34M Buy
+18,051
New +$1.32M 0.39% 45

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Cherry Tree Wealth Management's USMV Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.4% in Q3 2026, selling an estimated $29.9K and leaving 12,354 shares worth $1.2M. The position accounts for 0.23% of the portfolio, ranked #70.

Cherry Tree Wealth Management first reported a position in USMV in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.39M in Q3 2024. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Cherry Tree Wealth Management held 12,354 shares of iShares MSCI USA Min Vol Factor ETF worth $1.2M as of Q3 2026.
  • Cherry Tree Wealth Management sold 302 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $29.9K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.23% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Cherry Tree Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.39M in Q3 2024.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.