Avion Wealth’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 | $159K | Buy |
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|
2025
Q2 | $129K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $32K | Sell |
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|
2023
Q1 | $54K | Hold |
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|
2022
Q4 | $48K | Hold |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $68K | Hold |
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|
2021
Q3 | $65K | Sell |
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|
2021
Q2 | $84K | Sell |
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|
2021
Q1 | $126K | Hold |
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|
2020
Q4 | $126K | Hold |
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|
2020
Q3 | $116K | Sell |
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|
2020
Q2 | $108K | Hold |
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|
2020
Q1 | $88K | Buy |
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