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Shared Vision Wealth Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Shared Vision Wealth Group’s Portfolio MTUM Stock Details MTUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.51M Buy
6,268
+201
+3% +$48.5K 0.76% 25
2025
Q1 		$1.23M Sell
6,067
-16
-0.3% -$3.23K 0.67% 27
2024
Q4 		$1.26M Buy
+6,083
New +$1.26M 0.66% 25