Bell Investment Advisors’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 | $23.4M | Buy |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $20M | Sell |
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|
2024
Q3 | $20.3M | Buy |
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|
2024
Q2 | $19.4M | Sell |
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|
2024
Q1 | $19.2M | Sell |
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|
2023
Q4 | $16.9M | Sell |
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|
2023
Q3 | $16.2M | Sell |
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|
2023
Q2 | $17.5M | Sell |
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|
2023
Q1 | $17.7M | Sell |
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|
2022
Q4 | $19.2M | Buy |
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|
2022
Q3 | $16.1M | Sell |
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|
2022
Q2 | $16.8M | Buy |
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|
2021
Q4 | $24.2M | Sell |
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|
2021
Q3 | $23.4M | Buy |
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