CWMK
MTUM icon

Caliber Wealth Management (Kansas)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Caliber Wealth Management (Kansas)’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 		$2.52M Sell
10,506
-741
-7% -$178K 0.27% 82
2025
Q1 		$2.27M Buy
+11,247
New +$2.27M 0.31% 84