Sagespring Wealth Partners’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
2025 Q2	$17.2M	Sell	71,592 -6,311	-8%	-$1.52M	0.37%	45
2025 Q1	$15.7M	Sell	77,903 -168,831	-68%	-$34.1M	0.4%	44
2024 Q4	$51.1M	Buy	+246,734	New	+$51.1M	1.35%	19