Joel Adams & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Joel Adams & Associates’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$726K	Buy
2025 Q2	$664K	Sell
2025 Q1	$575K	Buy
2024 Q4	$581K	Buy