Beaird Harris Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
574
| – | – | 0.01% | 152 |
|
|
2025
Q1 | $116K | Hold |
574
| – | – | 0.01% | 154 |
|
|
2024
Q4 | $119K | Hold |
574
| – | – | 0.01% | 159 |
|
|
2024
Q3 | $116K | Hold |
574
| – | – | 0.01% | 164 |
|
|
2024
Q2 | $112K | Buy |
574
+436
| +316% | +$85K | 0.01% | 156 |
|
|
2024
Q1 | $25.9K | Hold |
138
| – | – | ﹤0.01% | 256 |
|
|
2023
Q4 | $21.7K | Hold |
138
| – | – | ﹤0.01% | 253 |
|
|
2023
Q3 | $19.3K | Hold |
138
| – | – | ﹤0.01% | 237 |
|
|
2023
Q2 | $19.9K | Hold |
138
| – | – | ﹤0.01% | 229 |
|
|
2023
Q1 | $19.2K | Hold |
138
| – | – | ﹤0.01% | 228 |
|
|
2022
Q4 | $20.1K | Hold |
138
| – | – | ﹤0.01% | 255 |
|
|
2022
Q3 | $18K | Hold |
138
| – | – | ﹤0.01% | 235 |
|
|
2022
Q2 | $19K | Hold |
138
| – | – | 0.01% | 213 |
|
|
2022
Q1 | $23K | Buy |
+138
| New | +$23K | 0.01% | 243 |
|