Brown Miller Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Hold |
1,842
| – | – | 0.14% | 125 |
|
|
2025
Q1 | $372K | Buy |
+1,842
| New | +$372K | 0.13% | 127 |
|
|
2024
Q3 | – | Sell |
-1,848
| Closed | -$360K | – | 131 |
|
|
2024
Q2 | $360K | Sell |
1,848
-190
| -9% | -$37K | 0.15% | 90 |
|
|
2024
Q1 | $382K | Hold |
2,038
| – | – | 0.17% | 95 |
|
|
2023
Q4 | $320K | Buy |
+2,038
| New | +$320K | 0.16% | 100 |
|
|
2021
Q1 | – | Sell |
-2,605
| Closed | -$420K | – | 121 |
|
|
2020
Q4 | $420K | Buy |
+2,605
| New | +$420K | 0.32% | 65 |
|