Cahill Financial Advisors’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 | $346K | Buy |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $287K | Buy |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $603K | Sell |
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|
2021
Q3 | $806K | Buy |
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|
2021
Q2 | $758K | Sell |
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|
2021
Q1 | $713K | Buy |
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|
2020
Q4 | $572K | Buy |
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|
2020
Q3 | $503K | Buy |
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|
2020
Q2 | $447K | Buy |
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|
2020
Q1 | $359K | Buy |
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