Atom Investors’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
Q1 | – | Sell |
-5,043
| Closed | -$1.04M | – | 595 |
|
|
2024
Q4 | $1.04M | Buy |
+5,043
| New | +$1.04M | 0.13% | 235 |
|
|
2021
Q4 | – | Sell |
-8,901
| Closed | -$1.56M | – | 342 |
|
|
2021
Q3 | $1.56M | Buy |
8,901
+4,201
| +89% | +$738K | 0.13% | 74 |
|
|
2021
Q2 | $815K | Buy |
+4,700
| New | +$815K | 0.1% | 123 |
|
|
2021
Q1 | – | Sell |
-4,396
| Closed | -$709K | – | 359 |
|
|
2020
Q4 | $709K | Buy |
+4,396
| New | +$709K | 0.07% | 208 |
|