Bellwether 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 | $4.43M | Sell |
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|
2025
Q1 | $3.74M | Sell |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $3.8M | Hold |
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|
2024
Q2 | $3.65M | Buy |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $2.94M | Hold |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $2.69M | Sell |
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|
2022
Q4 | $2.97M | Sell |
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|
2022
Q3 | $4.46M | Sell |
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|
2022
Q2 | $4.98M | Sell |
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|
2022
Q1 | $7.37M | Sell |
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|
2021
Q4 | $8.02M | Sell |
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|
2021
Q3 | $7.82M | Sell |
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|
2021
Q2 | $7.82M | Sell |
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|
2021
Q1 | $7.5M | Sell |
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|
2020
Q4 | $7.86M | Buy |
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