First Foundation Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$617K Hold
2025
Q2
$578K Hold
2025
Q1
$486K Hold
2024
Q4
$497K Sell
2024
Q3
$503K Buy
2024
Q2
$483K Sell
2024
Q1
$471K Hold
2023
Q4
$394K Sell
2023
Q3
$357K Hold
2023
Q2
$368K Buy