Sweeney & Michel’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	$2.33M	Sell	9,874 -200	-2%	-$47.3K	0.83%	25
2025 Q1	$1.82M	Buy	+10,074	New	+$1.82M	0.8%	25
2024 Q3	$2.17M	Sell	10,350 -338	-3%	-$70.8K	0.85%	26
2024 Q2	$2.14M	Buy	10,688 +273	+3%	+$54.6K	0.91%	23
2024 Q1	$1.93M	Buy	+10,415	New	+$1.93M	0.85%	24