Burke & Herbert Bank & Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio MTUM Stock Details MTUM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$266K	Hold
2025 Q2	$249K	Hold
2025 Q1	$210K	Hold
2024 Q4	$215K	Hold
2024 Q3	$210K	Hold
2024 Q2	$202K	Buy