Certus Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-905
| Closed | -$206K | – | 55 |
|
|
2024
Q4 | $206K | Sell |
905
-157
| -15% | -$35.7K | 0.14% | 54 |
|
|
2024
Q3 | $215K | Buy |
1,062
+26
| +3% | +$5.27K | 0.15% | 49 |
|
|
2024
Q2 | $202K | Buy |
+1,036
| New | +$202K | 0.15% | 52 |
|
|
2024
Q1 | – | Sell |
-2,330
| Closed | -$366K | – | 54 |
|
|
2023
Q4 | $366K | Sell |
2,330
-7
| -0.3% | -$1.1K | 0.31% | 48 |
|
|
2023
Q3 | $326K | Buy |
2,337
+350
| +18% | +$48.9K | 0.31% | 48 |
|
|
2023
Q2 | $287K | Buy |
+1,987
| New | +$287K | 0.28% | 51 |
|