First Foundation 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 | $578K | Hold |
2,404
| – | – | 0.02% | 230 |
|
|
2025
Q1 | $486K | Hold |
2,404
| – | – | 0.02% | 227 |
|
|
2024
Q4 | $497K | Sell |
2,404
-75
| -3% | -$15.5K | 0.02% | 228 |
|
|
2024
Q3 | $503K | Buy |
2,479
+1
| +0% | +$203 | 0.02% | 232 |
|
|
2024
Q2 | $483K | Sell |
2,478
-35
| -1% | -$6.82K | 0.02% | 225 |
|
|
2024
Q1 | $471K | Hold |
2,513
| – | – | 0.02% | 235 |
|
|
2023
Q4 | $394K | Sell |
2,513
-40
| -2% | -$6.28K | 0.02% | 250 |
|
|
2023
Q3 | $357K | Hold |
2,553
| – | – | 0.02% | 290 |
|
|
2023
Q2 | $368K | Buy |
+2,553
| New | +$368K | 0.02% | 278 |
|