Financial Architects (Georgia)’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 | $8.08M | Sell |
33,640
-2,820
| -8% | -$678K | 4.91% | 7 |
|
|
2025
Q1 | $7.37M | Buy |
36,460
+540
| +2% | +$109K | 4.7% | 8 |
|
|
2024
Q4 | $7.43M | Sell |
35,920
-1,210
| -3% | -$250K | 4.76% | 7 |
|
|
2024
Q3 | $7.53M | Sell |
37,130
-2,140
| -5% | -$434K | 4.85% | 8 |
|
|
2024
Q2 | $7.65M | Sell |
39,270
-1,845
| -4% | -$360K | 5.2% | 7 |
|
|
2024
Q1 | $7.7M | Sell |
41,115
-1,560
| -4% | -$292K | 5.33% | 7 |
|
|
2023
Q4 | $6.7M | Buy |
+42,675
| New | +$6.7M | 5.28% | 8 |
|