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Forvis Mazars Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Forvis Mazars Wealth Advisors’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 		$535K Buy
2,227
+20
+0.9% +$4.81K 0.01% 274
2025
Q1 		$446K Hold
2,207
– – 0.01% 297
2024
Q4 		$457K Hold
2,207
– – 0.01% 317
2024
Q3 		$448K Buy
+2,207
New +$448K 0.01% 331