Advisory Alpha’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
Q3 | $355K | Buy |
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|
2025
Q2 | $306K | Sell |
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|
2025
Q1 | $291K | Buy |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $579K | Sell |
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|
2022
Q2 | $850K | Sell |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.49M | Sell |
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|
2021
Q2 | $2.12M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $120K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $167K | Buy |
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|
2019
Q4 | $169K | Buy |
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|
2019
Q3 | $154K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $147K | Buy |
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