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BCU Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

BCU Wealth Advisors’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 		$680K Buy
2,830
+600
+27% +$144K 0.31% 25
2025
Q1 		$451K Sell
2,230
-766
-26% -$155K 0.23% 32
2024
Q4 		$620K Buy
+2,996
New +$620K 0.35% 24