Mosley 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
2024
Q4
$2.12M Buy
9,820
+5,679
+137% +$1.23M 1.32% 17
2024
Q3
$864K Buy
4,141
+354
+9% +$73.9K 0.59% 33
2024
Q2
$738K Buy
3,787
+4
+0.1% +$780 0.63% 30
2024
Q1
$709K Buy
3,783
+260
+7% +$48.7K 0.67% 33
2023
Q4
$553K Buy
+3,523
New +$553K 0.55% 39