Blackston Financial Advisory Group’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 | $281K | Hold |
|
|||||
|
2025
Q2 | $263K | Sell |
|
|||||
|
2025
Q1 | $235K | Sell |
|
|||||
|
2024
Q4 | $252K | Sell |
|
|||||
|
2024
Q3 | $252K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $530K | Sell |
|
|||||
|
2023
Q4 | $646K | Sell |
|
|||||
|
2023
Q3 | $608K | Sell |
|
|||||
|
2023
Q2 | $648K | Sell |
|
|||||
|
2023
Q1 | $649K | Sell |
|
|||||
|
2022
Q4 | $775K | Sell |
|
|||||
|
2022
Q3 | $808K | Sell |
|
|||||
|
2022
Q2 | $831K | Sell |
|
|||||
|
2022
Q1 | $1.15M | Buy |
|
|||||
|
2021
Q4 | $1.16M | Buy |
|