Focus Partners Wealth
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Focus Partners Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Focus Partners Wealth’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.33M Buy
30,501
+25,695
+535% +$6.18M 0.02% 563
2025
Q1 		$972K Sell
4,806
-542
-10% -$110K ﹤0.01% 1071
2024
Q4 		$1.11M Buy
5,348
+1,656
+45% +$343K ﹤0.01% 1012
2024
Q3 		$749K Buy
+3,692
New +$749K ﹤0.01% 1010