Aspect Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
4,428
+1
| +0% | +$240 | 0.52% | 30 |
|
|
2025
Q1 | $895K | Buy |
4,427
+2
| +0% | +$404 | 0.51% | 29 |
|
|
2024
Q4 | $916K | Sell |
4,425
-4
| -0.1% | -$828 | 0.53% | 29 |
|
|
2024
Q3 | $898K | Buy |
4,429
+2
| +0% | +$406 | 0.5% | 29 |
|
|
2024
Q2 | $863K | Hold |
4,427
| – | – | 0.51% | 32 |
|
|
2024
Q1 | $829K | Buy |
4,427
+1
| +0% | +$187 | 0.65% | 31 |
|
|
2023
Q4 | $694K | Buy |
+4,426
| New | +$694K | 0.45% | 34 |
|