National Wealth Management Group’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 Q1	–	Sell	-1,402	Closed	-$290K	–	172
2024 Q4	$290K	Buy	+1,402	New	+$290K	0.19%	108
2022 Q2	–	Sell	-4,789	Closed	-$806K	–	129
2022 Q1	$806K	Sell	4,789 -9,466	-66%	-$1.59M	0.78%	37
2021 Q4	$2.59M	Buy	+14,255	New	+$2.59M	2.43%	6