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MGB Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

MGB Wealth Management’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 		$430K Buy
1,791
+254
+17% +$61K 0.14% 135
2025
Q1 		$311K Buy
1,537
+749
+95% +$151K 0.11% 166
2024
Q4 		$163K Buy
788
+56
+8% +$11.6K 0.05% 205
2024
Q3 		$148K Buy
+732
New +$148K 0.05% 199