Forvis Mazars Wealth 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
$542K Sell
2025
Q2
$535K Buy
2025
Q1
$446K Hold
2024
Q4
$457K Hold
2024
Q3
$448K Buy