Fortune Financial 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
Q2
$488K Buy
2025
Q1
$281K Buy
2024
Q4
$287K Buy
2024
Q3
$281K Sell
2024
Q2
$299K Sell
2024
Q1
$309K Buy
2023
Q4
$259K Sell
2023
Q3
$232K Sell
2023
Q2
$263K Buy