Belpointe Asset 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
Q3 | $2.06M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $678K | Hold |
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|
2024
Q3 | $696K | Sell |
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|
2024
Q2 | $679K | Sell |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $467K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $2.46M | Buy |
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|
2021
Q3 | $2.21M | Sell |
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|
2021
Q2 | $2.4M | Sell |
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|
2021
Q1 | $2.5M | Sell |
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|
2020
Q4 | $2.57M | Buy |
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|
2020
Q3 | $634K | Buy |
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|
2020
Q2 | $523K | Buy |
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|
2020
Q1 | $420K | Sell |
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|
2019
Q4 | $788K | Sell |
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|
2019
Q3 | $749K | Buy |
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|
2019
Q2 | $542K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $534K | Sell |
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|
2018
Q3 | $688K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $430K | Buy |
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|
2017
Q3 | $368K | Buy |
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