Advocacy Wealth Management Services’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	$21.2M	Buy	88,416 +4,752	+6%	+$1.14M	1.3%	25
2025 Q1	$16.9M	Buy	83,664 +10,522	+14%	+$2.13M	1.15%	25
2024 Q4	$15.1M	Buy	+73,142	New	+$15.1M	1.15%	21
2022 Q3	–	Sell	-34,566	Closed	-$4.71M	–	144
2022 Q2	$4.71M	Buy	+34,566	New	+$4.71M	0.76%	14