Belvedere Trading’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 | $1.01M | Sell |
4,210
-787
| -16% | -$189K | ﹤0.01% | 38 |
|
|
2025
Q1 | $1.01M | Buy |
+4,997
| New | +$1.01M | ﹤0.01% | 27 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 381 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 335 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 330 |
|
|
2021
Q2 | – | Sell |
-3,294
| Closed | -$530K | – | 222 |
|
|
2021
Q1 | $530K | Sell |
3,294
-1,106
| -25% | -$178K | 0.04% | 49 |
|
|
2020
Q4 | $710K | Buy |
+4,400
| New | +$710K | 0.03% | 37 |
|