Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $79.7M | Buy |
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|
2022
Q2 | $81.4M | Buy |
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|
2022
Q1 | $100M | Buy |
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|
2021
Q4 | $108M | Buy |
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|
2021
Q3 | $103M | Buy |
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|
2021
Q2 | $101M | Buy |
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|
2021
Q1 | $93.3M | Sell |
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|
2020
Q4 | $94.1M | Buy |
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|
2020
Q3 | $85.8M | Sell |
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|
2020
Q2 | $77.5M | Sell |
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|
2020
Q1 | $64.3M | Sell |
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|
2019
Q4 | $79.1M | Buy |
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|
2019
Q3 | $74.4M | Sell |
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|
2019
Q2 | $77.6M | Buy |
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|
2019
Q1 | $72.8M | Buy |
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|
2018
Q4 | $63.2M | Sell |
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|
2018
Q3 | $75.9M | Buy |
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|
2018
Q2 | $70M | Buy |
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|
2018
Q1 | $67.4M | Sell |
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|
2017
Q4 | $65.7M | Buy |
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|
2017
Q3 | $60.8M | Buy |
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|
2017
Q2 | $56.2M | Buy |
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|
2017
Q1 | $51.8M | Buy |
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|
2016
Q4 | $45.8M | Buy |
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|
2016
Q3 | $45.8M | Buy |
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|
2016
Q2 | $44.1M | Buy |
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|
2016
Q1 | $41.5M | Buy |
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|
2015
Q4 | $37.7M | Buy |
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|
2015
Q3 | $34.3M | Buy |
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|
2015
Q2 | $35.2M | Buy |
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|
2015
Q1 | $33.4M | Buy |
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|
2014
Q4 | $30.6M | Buy |
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|
2014
Q3 | $26.6M | Buy |
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