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

ShoreHaven Wealth Partners’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	$3.4M	Buy
2025 Q2	$3.08M	Buy
2025 Q1	$2.53M	Buy
2024 Q4	$2.31M	Buy
2023 Q2	–	Sell
2023 Q1	$735K	Sell
2022 Q4	$1.61M	Buy