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

SWP 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 		$2.2M Sell
9,168
-266
-3% -$63.9K 1.21% 26
2025
Q1 		$1.91M Buy
9,434
+367
+4% +$74.2K 1.16% 23
2024
Q4 		$1.88M Buy
+9,067
New +$1.88M 1.13% 25