Calton & 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
Q3 | $678K | Sell |
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|
2025
Q2 | $640K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $773K | Buy |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $470K | Buy |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $428K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $11K | Buy |
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