Beacon Financial Advisory’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 | $398K | Sell |
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|
2025
Q2 | $599K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $766K | Buy |
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|
2022
Q3 | $677K | Sell |
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|
2022
Q2 | $715K | Buy |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $970K | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $961K | Buy |
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|
2020
Q4 | $867K | Buy |
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|
2020
Q3 | $640K | Buy |
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|
2020
Q2 | $494K | Sell |
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|
2020
Q1 | $440K | Buy |
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|
2019
Q4 | $506K | Buy |
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