Forthright Family Wealth Advisory’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	$2.7M	Sell	11,235 -821	-7%	-$197K	1.71%	15
2025 Q1	$2.44M	Sell	12,056 -893	-7%	-$181K	1.61%	16
2024 Q4	$2.68M	Buy	+12,949	New	+$2.68M	1.74%	14