Trueblood Wealth Management’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	$771K	Buy	3,207 +240	+8%	+$57.7K	0.32%	105
2025 Q1	$600K	Buy	2,967 +352	+13%	+$71.2K	0.28%	121
2024 Q4	$541K	Buy	2,615 +729	+39%	+$151K	0.27%	125
2024 Q3	$382K	Buy	+1,886	New	+$382K	0.19%	152