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

Jones Financial Companies’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
Q2 		$32.7M Buy
2025
Q1 		$22.1M Buy
2024
Q4 		$18.1M Buy
2024
Q3 		$9.09M Buy
2024
Q2 		$3.84M Buy
2024
Q1 		$1.01M Buy
2023
Q1 		– Sell
2022
Q4 		$10K Hold
2022
Q3 		$9K Hold
2022
Q2 		$9K Hold
2022
Q1 		$12K Buy