Alterna 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 | $1.65M | Sell |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $594K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $207K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $671K | Buy |
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|
2019
Q2 | $590K | Sell |
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|
2019
Q1 | $696K | Buy |
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|
2018
Q4 | $433K | Buy |
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