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 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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cherry Tree Wealth Management's USMV Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q1 2026, selling an estimated $17.7K and leaving 13,187 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #66.

Cherry Tree Wealth Management first reported a position in USMV in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q3 2024. 1,367 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Cherry Tree Wealth Management held 13,187 shares of iShares MSCI USA Min Vol Factor ETF worth $1.22M as of Q1 2026.
Cherry Tree Wealth Management sold 186 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $17.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.26% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #66 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 12 quarters since.
Cherry Tree Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.39M in Q3 2024.
1,367 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.