Atria Wealth Solutions’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 | $13M | Sell |
54,097
-33,948
| -39% | -$8.16M | 0.29% | 73 |
|
|
2025
Q1 | $17.8M | Sell |
88,045
-6,097
| -6% | -$1.23M | 0.21% | 97 |
|
|
2024
Q4 | $19.5M | Buy |
94,142
+62,812
| +200% | +$13M | 0.21% | 98 |
|
|
2024
Q3 | $6.35M | Sell |
31,330
-3,801
| -11% | -$771K | 0.07% | 287 |
|
|
2024
Q2 | $6.85M | Sell |
35,131
-9,282
| -21% | -$1.81M | 0.08% | 261 |
|
|
2024
Q1 | $8.32M | Buy |
44,413
+15,027
| +51% | +$2.82M | 0.09% | 228 |
|
|
2023
Q4 | $4.61M | Sell |
29,386
-313
| -1% | -$49.1K | 0.06% | 340 |
|
|
2023
Q3 | $4.15M | Sell |
29,699
-2,923
| -9% | -$409K | 0.06% | 337 |
|
|
2023
Q2 | $4.71M | Sell |
32,622
-4,944
| -13% | -$713K | 0.06% | 302 |
|
|
2023
Q1 | $5.22M | Sell |
37,566
-59,478
| -61% | -$8.27M | 0.08% | 253 |
|
|
2022
Q4 | $14.2M | Buy |
97,044
+32,848
| +51% | +$4.79M | 0.23% | 99 |
|
|
2022
Q3 | $8.42M | Sell |
64,196
-7,101
| -10% | -$932K | 0.15% | 152 |
|
|
2022
Q2 | $9.72M | Sell |
71,297
-3,073
| -4% | -$419K | 0.18% | 119 |
|
|
2022
Q1 | $12.5M | Buy |
+74,370
| New | +$12.5M | 0.21% | 104 |
|