Beacon Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Beacon Financial Group’s Portfolio MTUM Stock Details MTUM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.7M	Buy
2025 Q2	$4.81M	Buy
2025 Q1	$3.82M	Buy
2024 Q4	$3.35M	Buy
2024 Q1	–	Sell
2023 Q4	$1.28M	Buy
2018 Q4	–	Sell
2018 Q3	$5.62M	Sell
2018 Q2	$5.43M	Buy
2018 Q1	$4.86M	Buy