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

Summit Wealth Partners’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$248K	Buy
2022 Q2	–	Sell
2022 Q1	$279K	Buy
2021 Q4	$301K	Sell
2021 Q3	$304K	Buy
2021 Q2	$294K	Sell
2021 Q1	$342K	Sell
2020 Q4	$433K	Sell
2020 Q3	$860K	Buy
2020 Q2	$655K	Buy