Adaptive Financial Consulting’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 | $905K | Buy |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $788K | Sell |
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|
2024
Q3 | $775K | Buy |
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|
2024
Q2 | $745K | Buy |
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $628K | Buy |
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|
2023
Q3 | $560K | Sell |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $15.2M | Buy |
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|
2022
Q4 | $15.6M | Buy |
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|
2022
Q3 | $13.8M | Buy |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $15.7M | Buy |
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|
2021
Q4 | $16.4M | Buy |
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|
2021
Q3 | $15.6M | Buy |
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|
2021
Q2 | $15.2M | Buy |
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|
2021
Q1 | $13.9M | Buy |
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|
2020
Q4 | $12.6M | Sell |
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|
2020
Q3 | $11.8M | Buy |
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|
2020
Q2 | $10.4M | Buy |
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|
2020
Q1 | $8.1M | Buy |
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|
2019
Q4 | $9.18M | Buy |
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