Berkshire Money 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 | $3.06M | Buy |
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|
2025
Q2 | $1.94M | Buy |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $7.39M | Buy |
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|
2023
Q1 | $7M | Buy |
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|
2022
Q4 | $7.34M | Sell |
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|
2022
Q3 | $6.79M | Sell |
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|
2022
Q2 | $9.53M | Sell |
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|
2022
Q1 | $18.1M | Buy |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $11.5M | Sell |
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|
2021
Q2 | $11.8M | Buy |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $10.2M | Sell |
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|
2020
Q3 | $9.82M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8.7M | Buy |
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|
2018
Q2 | $7.57M | Sell |
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|
2018
Q1 | $7.4M | Sell |
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|
2017
Q4 | $7.64M | Buy |
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|
2017
Q3 | $7.42M | Buy |
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|
2017
Q2 | $6.53M | Buy |
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