BBR Partners’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 | $268K | Hold |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $211K | Hold |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $212K | Hold |
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|
2024
Q2 | $204K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $262K | Buy |
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