BOK Financial Private Wealth’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 | $1.71K | Hold |
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|
2025
Q2 | $1.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.79K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $274K | Sell |
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|
2021
Q4 | $390K | Hold |
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|
2021
Q3 | $377K | Sell |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $328K | Hold |
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|
2020
Q1 | $267K | Hold |
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|
2019
Q4 | $315K | Hold |
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|
2019
Q3 | $299K | Hold |
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|
2019
Q2 | $297K | Hold |
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|
2019
Q1 | $281K | Sell |
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|
2018
Q4 | $422K | Hold |
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|
2018
Q3 | $501K | Hold |
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|
2018
Q2 | $461K | Hold |
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|
2018
Q1 | $445K | Hold |
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|
2017
Q4 | $434K | Sell |
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|
2017
Q3 | $487K | Hold |
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|
2017
Q2 | $452K | Hold |
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|
2017
Q1 | $420K | Hold |
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|
2016
Q4 | $386K | Sell |
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|
2016
Q3 | $679K | Sell |
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|
2016
Q2 | $686K | Buy |
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