Goldstone Financial Group’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
2024 Q1	–	Sell	-3,892	Closed	-$611K	–	172
2023 Q4	$611K	Buy	+3,892	New	+$611K	0.16%	93
2023 Q3	–	Sell	-1,585	Closed	-$229K	–	162
2023 Q2	$229K	Sell	1,585 -52,038	-97%	-$7.51M	0.07%	153
2023 Q1	$7.46M	Buy	+53,623	New	+$7.46M	2.46%	9