Phillips Financial Management’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	$10.8K	Buy	+45	New	+$10.8K	﹤0.01%	257
2023 Q1	–	Sell	-17	Closed	-$2.48K	–	241
2022 Q4	$2.48K	Buy	+17	New	+$2.48K	﹤0.01%	224