Braun-Bostich & Associates’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
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $27K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $61K | Sell |
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|
2019
Q1 | $145K | Sell |
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|
2018
Q4 | $1.05M | Hold |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $883K | Buy |
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|
2018
Q1 | $359K | Buy |
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|
2017
Q4 | $282K | Buy |
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