Bay Harbor 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 | $3.99M | Buy |
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|
2025
Q2 | $3.73M | Sell |
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|
2025
Q1 | $3.21M | Buy |
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|
2024
Q4 | $2.97M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $13.6K | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $71K | Sell |
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|
2021
Q2 | $1.88M | Buy |
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|
2021
Q1 | $1.65M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $611K | Sell |
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|
2019
Q2 | $649K | Buy |
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|
2019
Q1 | $334K | Sell |
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|
2018
Q4 | $431K | Buy |
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