Capital Analysts LLC’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 | $3.35M | Buy |
|
|||||
|
2025
Q2 | $2.91M | Buy |
|
|||||
|
2025
Q1 | $2.24M | Buy |
|
|||||
|
2024
Q4 | $2.04M | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $124K | Buy |
|
|||||
|
2023
Q1 | $44K | Sell |
|
|||||
|
2022
Q4 | $372K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $89K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $44K | Hold |
|
|||||
|
2019
Q3 | $41K | Buy |
|