Ehrlich Financial Group’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
2025
Q2
$1.96M Buy
8,149
+1
+0% +$240 1.27% 23
2025
Q1
$1.65M Buy
8,148
+109
+1% +$22K 1.2% 26
2024
Q4
$1.66M Buy
+8,039
New +$1.66M 1.18% 24