Hefty Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hefty Wealth Partners’s Portfolio MTUM Stock Details MTUM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$65K	Sell
2017 Q4	$78K	Sell
2017 Q3	$77K	Sell
2017 Q2	$79K	Sell
2017 Q1	$75K	Sell
2016 Q4	$316K	Sell
2016 Q3	$1.03M	Buy
2016 Q2	$337K	Sell
2016 Q1	$968K	Buy
2015 Q4	$305K	Buy