Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kovitz Investment Group Partners’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 		$389K Buy
1,619
+235
+17% +$56.5K ﹤0.01% 1058
2025
Q1 		$280K Buy
1,384
+339
+32% +$68.5K ﹤0.01% 1067
2024
Q4 		$217K Buy
+1,045
New +$217K ﹤0.01% 1137