Wealthspire Advisors (New York)’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	$335K	Sell	1,395 -172	-11%	-$41.3K	﹤0.01%	637
2025 Q1	$317K	Sell	1,567 -227	-13%	-$45.9K	﹤0.01%	630
2024 Q4	$371K	Buy	+1,794	New	+$371K	﹤0.01%	593
2021 Q2	–	Sell	-2,759	Closed	-$444K	–	559
2021 Q1	$444K	Buy	+2,759	New	+$444K	0.01%	429