SHF
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Stage Harbor Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Stage Harbor Financial’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$811K Sell
3,374
-250
-7% -$60.1K 0.66% 21
2025
Q1 		$733K Buy
3,624
+2,454
+210% +$496K 0.62% 22
2024
Q4 		$242K Buy
+1,170
New +$242K 0.21% 49