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Forte Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Forte Asset Management’s Portfolio MTUM Stock Details MTUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36,276
Closed -$7.33M – 71
2025
Q1 		$7.33M Buy
36,276
+10,898
+43% +$2.2M 3.69% 8
2024
Q4 		$5.25M Buy
+25,378
New +$5.25M 2.79% 14