Buttonwood Financial Group’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 | $5.73M | Sell |
24,003
-461
| -2% | -$110K | 2.91% | 10 |
|
|
2025
Q1 | $4.73M | Buy |
24,464
+1,173
| +5% | +$227K | 2.77% | 10 |
|
|
2024
Q4 | $5.19M | Buy |
+23,291
| New | +$5.19M | 2.88% | 9 |
|
|
2023
Q2 | – | Sell |
-13,923
| Closed | -$1.94M | – | 27 |
|
|
2023
Q1 | $1.94M | Sell |
13,923
-8,301
| -37% | -$1.15M | 1.93% | 10 |
|
|
2022
Q4 | $3.24M | Buy |
+22,224
| New | +$3.24M | 2.95% | 8 |
|