Brandywine Oak 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 | $506K | Hold |
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|
2025
Q2 | $474K | Hold |
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|
2025
Q1 | $399K | Hold |
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|
2024
Q4 | $408K | Hold |
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|
2024
Q3 | $400K | Hold |
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|
2024
Q2 | $385K | Hold |
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|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $590K | Hold |
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|
2021
Q3 | $570K | Hold |
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|
2021
Q2 | $563K | Buy |
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|
2021
Q1 | $517K | Buy |
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|
2020
Q4 | $318K | Hold |
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|
2020
Q3 | $290K | Hold |
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|
2020
Q2 | $258K | Sell |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13K | Buy |
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