Bright Financial Advisors’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	$3.06M	Sell	12,712 -17	-0.1%	-$4.09K	1.7%	18
2025 Q1	$2.57M	Sell	12,729 -97	-0.8%	-$19.6K	1.58%	17
2024 Q4	$2.65M	Sell	12,826 -576	-4%	-$119K	1.67%	18
2024 Q3	$2.72M	Sell	13,402 -757	-5%	-$153K	1.73%	16
2024 Q2	$2.76M	Buy	+14,159	New	+$2.76M	1.95%	14