SF
MTUM icon

Summit Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Summit Financial’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 		$728K Buy
3,028
+1,347
+80% +$324K 0.02% 488
2025
Q1 		$340K Buy
+1,681
New +$340K 0.01% 587