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Optivise Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Optivise Advisory Services’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.57M Hold
6,536
– – 0.8% 30
2025
Q1 		$1.32M Hold
6,536
– – 0.74% 30
2024
Q4 		$1.35M Hold
6,536
– – 0.73% 36
2024
Q3 		$1.33M Hold
6,536
– – 0.7% 37
2024
Q2 		$1.27M Buy
+6,536
New +$1.27M 0.69% 38