Lakeridge Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Lakeridge Wealth Management’s Portfolio MTUM Stock Details MTUM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$226K	Sell
2025 Q2	$267K	Sell
2025 Q1	$270K	Buy
2024 Q4	$225K	Buy