Keystone Financial Group (Georgia)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Sell
2,450
-148
-6% -$35.4K 0.37% 33
2025
Q1
$556K Sell
2,598
-224
-8% -$47.9K 0.39% 34
2024
Q4
$584K Buy
+2,822
New +$584K 0.47% 33