Omni 360 Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$715K Sell
2025
Q2
$673K Buy
2025
Q1
$520K Sell
2024
Q4
$586K Sell
2024
Q3
$600K Buy
2024
Q2
$573K Sell
2024
Q1
$551K Sell
2023
Q4
$465K Buy