Modern Wealth Management’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	$1.85M	Sell	7,701 -34	-0.4%	-$8.17K	0.05%	274
2025 Q1	$1.56M	Buy	7,735 +1,843	+31%	+$373K	0.05%	243
2024 Q4	$1.22M	Buy	+5,892	New	+$1.22M	0.05%	235