Everpar 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	$424K	Buy	1,765 +409	+30%	+$98.3K	0.19%	144
2025 Q1	$274K	Buy	1,356 +340	+33%	+$68.7K	0.15%	201
2024 Q4	$210K	Buy	1,016 +8	+0.8%	+$1.66K	0.11%	255
2024 Q3	$204K	Buy	+1,008	New	+$204K	0.11%	245