Axis Wealth Partners’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
$237K Sell
987
-62
-6% -$14.9K 0.16% 133
2025
Q1
$212K Hold
1,049
0.16% 137
2024
Q4
$217K Buy
+1,049
New +$217K 0.18% 126