Strata Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$843K Sell
2025
Q1
$722K Hold
2024
Q4
$739K Hold
2024
Q3
$724K Hold
2024
Q2
$696K Hold
2024
Q1
$669K Hold
2023
Q4
$560K Hold
2023
Q3
$499K Buy