Baird Financial Group’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 | $25.7M | Sell |
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|
2025
Q2 | $24.4M | Buy |
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|
2025
Q1 | $20M | Buy |
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|
2024
Q4 | $20.3M | Buy |
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|
2024
Q3 | $16M | Sell |
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|
2024
Q2 | $20.9M | Buy |
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|
2024
Q1 | $19.9M | Buy |
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|
2023
Q4 | $9.82M | Sell |
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|
2023
Q3 | $8.78M | Sell |
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|
2023
Q2 | $19.3M | Sell |
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|
2023
Q1 | $26.7M | Sell |
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|
2022
Q4 | $33.6M | Sell |
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|
2022
Q3 | $31.6M | Buy |
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|
2022
Q2 | $32.3M | Buy |
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|
2022
Q1 | $39.3M | Sell |
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|
2021
Q4 | $58.5M | Buy |
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|
2021
Q3 | $53.9M | Sell |
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|
2021
Q2 | $54.5M | Buy |
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|
2021
Q1 | $47.9M | Buy |
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|
2020
Q4 | $43.9M | Buy |
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|
2020
Q3 | $37.9M | Buy |
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|
2020
Q2 | $32.3M | Buy |
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|
2020
Q1 | $26M | Buy |
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|
2019
Q4 | $22.3M | Sell |
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|
2019
Q3 | $22.3M | Buy |
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|
2019
Q2 | $21.9M | Buy |
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|
2019
Q1 | $18.9M | Sell |
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|
2018
Q4 | $18M | Sell |
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|
2018
Q3 | $22.8M | Buy |
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|
2018
Q2 | $2.19M | Buy |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $789K | Sell |
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|
2017
Q3 | $750K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $329K | Buy |
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|
2016
Q3 | $310K | Buy |
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|
2016
Q2 | $253K | Buy |
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