WSFS
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Wilmington Savings Fund Society’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wilmington Savings Fund Society’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 		$269K Sell
1,118
-4
-0.4% -$961 ﹤0.01% 735
2025
Q1 		$227K Hold
1,122
– – ﹤0.01% 766
2024
Q4 		$232K Hold
1,122
– – ﹤0.01% 782
2024
Q3 		$227K Buy
+1,122
New +$227K ﹤0.01% 782