Bank Julius Baer & Co’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
Q4
$1.84M Buy
2023
Q3
Sell
2023
Q2
$130K Sell
2023
Q1
$128K Sell
2022
Q4
$12M Buy
2022
Q3
$10.6M Sell
2022
Q2
$11.3M Sell
2022
Q1
$13.9M Sell
2021
Q4
$15.7M Buy
2021
Q3
$15.1M Sell
2021
Q2
$15M Sell
2021
Q1
$14.5M Sell
2020
Q4
$14.9M Sell
2020
Q3
$22.6M Buy
2020
Q2
$12.5M Buy
2020
Q1
$9.67M Buy