Center for Financial Planning’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Center for Financial Planning’s Portfolio MTUM Stock Details MTUM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.75K	Buy
2023 Q3	–	Sell
2023 Q2	$46K	Buy
2022 Q1	–	Sell
2021 Q4	$4K	Buy