Sequoia Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sequoia Financial Advisors’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	$27.8M	Buy
2025 Q2	$25.7M	Sell
2025 Q1	$28.3M	Sell
2024 Q4	$34.4M	Buy
2018 Q4	–	Sell
2018 Q3	$364K	Hold
2018 Q2	$335K	Hold
2018 Q1	$324K	Buy