Wealthspire Advisors (New York)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MTUM Stock Details MTUM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$357K	Sell
2025 Q2	$335K	Sell
2025 Q1	$317K	Sell
2024 Q4	$371K	Buy
2021 Q2	–	Sell
2021 Q1	$444K	Buy