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Blake Schutter Theil Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio MTUM Stock Details MTUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.8M Sell
7,478
-50
-0.7% -$12K 2.04% 9
2025
Q1 		$1.52M Sell
7,528
-5
-0.1% -$1.01K 1.73% 9
2024
Q4 		$1.56M Sell
7,533
-708
-9% -$146K 1.65% 9
2024
Q3 		$1.67M Buy
+8,241
New +$1.67M 1.2% 13