Twin Peaks Wealth Advisors’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
$2.06M Buy
8,295
+963
+13% +$239K 0.67% 35
2025
Q1
$1.46M Buy
7,332
+1,151
+19% +$229K 0.66% 40
2024
Q4
$1.28M Buy
+6,181
New +$1.28M 0.54% 46