Beacon Financial Planning’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	$1.7M	Sell	7,085 -317	-4%	-$76.2K	0.95%	21
2025 Q1	$1.5M	Buy	7,402 +1,066	+17%	+$215K	0.86%	20
2024 Q4	$1.31M	Buy	6,336 +4,063	+179%	+$841K	0.76%	20
2024 Q3	$461K	Buy	+2,273	New	+$461K	0.28%	30