BCGM 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
Q2 | $4.15M | Buy |
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|
2025
Q1 | $3.44M | Buy |
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|
2024
Q4 | $3.4M | Buy |
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|
2024
Q3 | $764K | Buy |
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|
2024
Q2 | $734K | Buy |
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|
2024
Q1 | $706K | Sell |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $645K | Buy |
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|
2023
Q1 | $601K | Sell |
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|
2022
Q4 | $856K | Sell |
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|
2022
Q3 | $859K | Sell |
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|
2022
Q2 | $950K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.85M | Sell |
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|
2021
Q2 | $1.92M | Sell |
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|
2021
Q1 | $4.98M | Buy |
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|
2020
Q4 | $5.14M | Buy |
|