Family Management’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	$13.7K	Buy	+57	New	+$13.7K	﹤0.01%	208
2024 Q2	–	Sell	-2,129	Closed	-$399K	–	189
2024 Q1	$399K	Sell	2,129 -865	-29%	-$162K	0.07%	112
2023 Q4	$470K	Buy	2,994 +296	+11%	+$46.4K	0.1%	92
2023 Q3	$377K	Buy	+2,698	New	+$377K	0.09%	88