Apella Capital’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 | $41.9M | Sell |
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|
2025
Q1 | $40.6M | Sell |
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|
2024
Q4 | $55.2M | Sell |
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|
2024
Q3 | $65.7M | Buy |
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|
2024
Q2 | $63.7M | Buy |
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|
2024
Q1 | $59.1M | Sell |
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|
2023
Q4 | $50.7M | Sell |
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|
2023
Q3 | $49.7M | Buy |
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|
2023
Q2 | $50.4M | Buy |
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|
2022
Q4 | $40.4M | Buy |
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|
2022
Q3 | $29.4M | Buy |
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|
2022
Q2 | $25.9M | Buy |
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|
2022
Q1 | $24.2M | Buy |
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|
2021
Q4 | $20.4M | Buy |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $8.86M | Buy |
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|
2021
Q1 | $5.65M | Buy |
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|
2020
Q4 | $4.8M | Buy |
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|
2020
Q3 | $4.08M | Buy |
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|
2020
Q2 | $3.16M | Buy |
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|
2020
Q1 | $2.05M | Buy |
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