Axim Planning & Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$235K	Buy	+978	New	+$235K	0.21%	49
2022 Q4	–	Sell	-114	Closed	-$15K	–	123
2022 Q3	$15K	Buy	114 +16	+16%	+$2.11K	0.01%	95
2022 Q2	$13K	Buy	+98	New	+$13K	0.01%	81