AE Wealth Management’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 | $23.5M | Sell |
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|
2025
Q2 | $23M | Buy |
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|
2025
Q1 | $18.8M | Buy |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $7.47M | Sell |
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|
2024
Q2 | $7.56M | Sell |
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|
2024
Q1 | $22.8M | Sell |
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|
2023
Q4 | $27.3M | Buy |
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|
2023
Q3 | $14.5M | Buy |
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|
2023
Q2 | $13.8M | Sell |
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|
2023
Q1 | $20.2M | Sell |
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|
2022
Q4 | $33.5M | Buy |
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|
2022
Q3 | $21.1M | Sell |
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|
2022
Q2 | $31.3M | Sell |
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|
2022
Q1 | $156M | Buy |
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|
2021
Q4 | $35.8M | Sell |
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|
2021
Q3 | $94.6M | Buy |
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|
2021
Q2 | $41.8M | Buy |
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|
2021
Q1 | $31.2M | Sell |
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|
2020
Q4 | $65.9M | Buy |
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|
2020
Q3 | $53.5M | Sell |
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|
2020
Q2 | $60.2M | Buy |
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|
2020
Q1 | $13.2M | Sell |
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|
2019
Q4 | $26M | Buy |
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|
2019
Q3 | $12.1M | Buy |
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|
2019
Q2 | $9.68M | Buy |
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|
2019
Q1 | $2.17M | Buy |
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|
2018
Q4 | $425K | Sell |
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|
2018
Q3 | $956K | Buy |
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