JAA
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Joel Adams & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Joel Adams & Associates’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 		$664K Sell
2,764
-82
-3% -$19.7K 0.59% 27
2025
Q1 		$575K Buy
2,846
+39
+1% +$7.88K 0.52% 26
2024
Q4 		$581K Buy
+2,807
New +$581K 0.53% 29