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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$249K Hold
1,037
– – 0.06% 218
2025
Q1 		$210K Hold
1,037
– – 0.05% 222
2024
Q4 		$215K Hold
1,037
– – 0.05% 214
2024
Q3 		$210K Hold
1,037
– – 0.05% 224
2024
Q2 		$202K Buy
+1,037
New +$202K 0.05% 223