Asset Dedication LLC’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 | $199K | Buy |
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|
2025
Q2 | $171K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $17K | Hold |
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|
2023
Q3 | $16K | Hold |
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|
2023
Q2 | $16K | Hold |
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|
2023
Q1 | $15K | Hold |
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|
2022
Q4 | $16K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $29K | Sell |
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|
2020
Q4 | $46K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Buy |
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