Wedmont Private Capital’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
Q1
Sell
-1,972
Closed -$408K 746
2024
Q4
$408K Buy
1,972
+168
+9% +$34.8K 0.02% 447
2024
Q3
$365K Hold
1,804
0.02% 455
2024
Q2
$360K Buy
+1,804
New +$360K 0.02% 436