Beacon Bridge Wealth Partners’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	$2.96M	Sell	12,301 -694	-5%	-$167K	1.17%	26
2025 Q1	$2.63M	Buy	12,995 +1,333	+11%	+$269K	1.12%	28
2024 Q4	$2.41M	Buy	+11,662	New	+$2.41M	1.02%	29