Arete Wealth Advisors’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 | $451K | Sell |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $431M | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | $356K | Sell |
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|
2020
Q4 | $393K | Sell |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $606K | Buy |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $266K | Sell |
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|
2019
Q3 | $300K | Sell |
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|
2019
Q2 | $378K | Buy |
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|
2019
Q1 | $275K | Buy |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $667K | Buy |
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|
2018
Q2 | $464K | Buy |
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