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

HMV 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 		$305K Hold
1,268
– – 0.2% 63
2025
Q1 		$256K Sell
1,268
-178
-12% -$36K 0.2% 72
2024
Q4 		$299K Buy
+1,446
New +$299K 0.3% 68