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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-319
Closed -$46K 557
2023
Q2
$46K Buy
+319
New +$46K 0.01% 239
2022
Q1
Sell
-22
Closed -$4K 561
2021
Q4
$4K Buy
+22
New +$4K ﹤0.01% 446