Cary Street Partners Investment Advisory’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	$397K	Buy
2023 Q4	–	Sell
2023 Q3	$31K	Buy
2023 Q2	$30.9K	Buy
2023 Q1	$1.98K	Hold
2022 Q4	$2.07K	Buy
2020 Q4	–	Sell
2020 Q3	$22K	Buy