Gries Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Gries Financial’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.17M	Buy
2025 Q2	$731K	Sell
2025 Q1	$620K	Hold
2024 Q4	$634K	Buy
2024 Q3	$612K	Buy
2024 Q2	$205K	Sell
2024 Q1	$595K	Buy
2023 Q2	–	Sell
2023 Q1	$469K	Sell
2022 Q4	$5.17M	Buy