Brickley Wealth 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
Q2 | $7.56M | Hold |
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|
2025
Q1 | $6.36M | Hold |
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|
2024
Q4 | $6.51M | Hold |
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|
2024
Q3 | $6.38M | Sell |
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|
2024
Q2 | $6.68M | Hold |
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|
2024
Q1 | $6.42M | Hold |
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|
2023
Q4 | $5.38M | Hold |
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|
2023
Q3 | $4.79M | Sell |
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|
2023
Q2 | $4.98M | Buy |
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|
2023
Q1 | $4.8M | Buy |
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|
2022
Q4 | $4.44M | Sell |
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|
2022
Q3 | $4.01M | Sell |
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|
2022
Q2 | $4.23M | Sell |
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|
2022
Q1 | $5.36M | Sell |
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|
2021
Q4 | $5.81M | Sell |
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|
2021
Q3 | $5.74M | Hold |
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|
2021
Q2 | $5.67M | Buy |
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|
2021
Q1 | $5.19M | Buy |
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|
2020
Q4 | $5.2M | Buy |
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|
2020
Q3 | $4.75M | Buy |
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|
2020
Q2 | $3.13M | Buy |
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|
2020
Q1 | $2.25M | Buy |
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