Omni 360 Wealth’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 | $617K | Sell |
2,568
-5
| -0.2% | -$1.2K | 0.3% | 72 |
|
|
2025
Q1 | $520K | Sell |
2,573
-260
| -9% | -$52.6K | 0.3% | 70 |
|
|
2024
Q4 | $586K | Sell |
2,833
-124
| -4% | -$25.7K | 0.37% | 61 |
|
|
2024
Q3 | $600K | Buy |
2,957
+15
| +0.5% | +$3.04K | 0.39% | 64 |
|
|
2024
Q2 | $573K | Sell |
2,942
-1
| -0% | -$195 | 0.43% | 58 |
|
|
2024
Q1 | $551K | Sell |
2,943
-22
| -0.7% | -$4.12K | 0.45% | 55 |
|
|
2023
Q4 | $465K | Buy |
+2,965
| New | +$465K | 0.43% | 55 |
|