Bartlett & Co Wealth Management’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 | $208K | Sell |
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|
2025
Q2 | $198K | Buy |
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|
2025
Q1 | $164K | Hold |
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|
2024
Q4 | $168K | Hold |
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|
2024
Q3 | $164K | Hold |
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|
2024
Q2 | $158K | Sell |
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|
2024
Q1 | $170K | Hold |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $131K | Sell |
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|
2023
Q2 | $141K | Sell |
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|
2023
Q1 | $156K | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $30.1K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $29.7K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.26K | Hold |
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|
2020
Q3 | $2.06K | Hold |
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|
2020
Q2 | $1.83K | Hold |
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|
2020
Q1 | $1.49K | Buy |
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