Abound 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 | $33K | Sell |
137
-102
| -43% | -$24.6K | 0.01% | 262 |
|
|
2025
Q1 | $48.4K | Buy |
239
+102
| +74% | +$20.7K | 0.02% | 190 |
|
|
2024
Q4 | $28.4K | Hold |
137
| – | – | 0.01% | 232 |
|
|
2024
Q3 | $27.8K | Hold |
137
| – | – | 0.01% | 242 |
|
|
2024
Q2 | $26.7K | Hold |
137
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $25.7K | Hold |
137
| – | – | 0.01% | 206 |
|
|
2023
Q4 | $21.5K | Hold |
137
| – | – | 0.01% | 240 |
|
|
2023
Q3 | $19.2K | Hold |
137
| – | – | 0.01% | 227 |
|
|
2023
Q2 | $19.8K | Hold |
137
| – | – | 0.01% | 221 |
|
|
2023
Q1 | $19.1K | Buy |
137
+65
| +90% | +$9.05K | 0.01% | 214 |
|
|
2022
Q4 | $10.5K | Sell |
72
-506
| -88% | -$74K | 0.01% | 256 |
|
|
2022
Q3 | $75.8K | Buy |
578
+49
| +9% | +$6.42K | 0.04% | 78 |
|
|
2022
Q2 | $72.2K | Sell |
529
-1
| -0.2% | -$136 | 0.04% | 55 |
|
|
2022
Q1 | $89.2K | Buy |
530
+1
| +0.2% | +$168 | 0.06% | 55 |
|
|
2021
Q4 | $96.2K | Buy |
+529
| New | +$96.2K | 0.08% | 50 |
|