KWAG
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Kiely Wealth Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$540K Buy
2,379
+826
+53% +$188K 0.35% 22
2024
Q3
$330K Buy
+1,553
New +$330K 0.21% 36