Cerity 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 | $295M | Buy |
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|
2025
Q2 | $270M | Buy |
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|
2025
Q1 | $217M | Sell |
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|
2024
Q4 | $222M | Sell |
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|
2024
Q3 | $218M | Buy |
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|
2024
Q2 | $204M | Sell |
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|
2024
Q1 | $198M | Sell |
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|
2023
Q4 | $179M | Sell |
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|
2023
Q3 | $163M | Sell |
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|
2023
Q2 | $179M | Buy |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $449K | Buy |
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