Cassia Capital Partners’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 | $2.46M | Sell |
|
|||||
|
2025
Q2 | $2.31M | Hold |
|
|||||
|
2025
Q1 | $1.94M | Hold |
|
|||||
|
2024
Q4 | $1.99M | Hold |
|
|||||
|
2024
Q3 | $1.95M | Hold |
|
|||||
|
2024
Q2 | $1.87M | Buy |
|
|||||
|
2024
Q1 | $1.69M | Sell |
|
|||||
|
2023
Q4 | $1.61M | Hold |
|
|||||
|
2023
Q3 | $1.43M | Sell |
|
|||||
|
2023
Q2 | $3.34M | Sell |
|
|||||
|
2023
Q1 | $9.05M | Sell |
|
|||||
|
2022
Q4 | $9.62M | Sell |
|
|||||
|
2022
Q3 | $9.34M | Buy |
|
|||||
|
2022
Q2 | $8.31M | Sell |
|
|||||
|
2022
Q1 | $10.4M | Sell |
|
|||||
|
2021
Q4 | $17.4M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $16.4M | Buy |
|
|||||
|
2021
Q1 | $13.7M | Sell |
|
|||||
|
2020
Q4 | $19.9M | Buy |
|