Moulton 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	$1.75M	Buy	+7,306	New	+$1.75M	1.32%	18
2025 Q1	–	Sell	-3,385	Closed	-$700K	–	39
2024 Q4	$700K	Sell	3,385 -2,034	-38%	-$421K	0.54%	32
2024 Q3	$1.1M	Sell	5,419 -6,266	-54%	-$1.28M	0.92%	22
2024 Q2	$2.35M	Buy	+11,685	New	+$2.35M	2.13%	14