Oxford Wealth 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
2024 Q4	$12.2M	Buy	58,856 +41,180	+233%	+$8.52M	7.87%	4
2024 Q3	$3.58M	Sell	17,676 -3,248	-16%	-$659K	2.92%	8
2024 Q2	$4.08M	Buy	20,924 +5,964	+40%	+$1.16M	2.8%	9
2024 Q1	$2.8M	Buy	+14,960	New	+$2.8M	2.55%	10