TWM
MTUM icon

TCFG Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

TCFG Wealth Management’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 		$368K Buy
1,533
+100
+7% +$24K 0.17% 165
2025
Q1 		$290K Buy
1,433
+227
+19% +$45.9K 0.15% 173
2024
Q4 		$250K Hold
1,206
– – 0.13% 184
2024
Q3 		$245K Buy
+1,206
New +$245K 0.12% 183