BWMG
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Barnes Wealth Management Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Barnes Wealth Management Group’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.39M Buy
9,947
+92
+0.9% +$22.1K 1.41% 20
2025
Q1 		$1.99M Buy
9,855
+160
+2% +$32.3K 1.28% 20
2024
Q4 		$2.01M Buy
+9,695
New +$2.01M 1.35% 20