CGN Advisors’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 | $452K | Sell |
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|
2025
Q2 | $531K | Hold |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $662K | Sell |
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|
2024
Q2 | $695K | Sell |
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|
2024
Q1 | $721K | Buy |
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|
2023
Q4 | $581K | Sell |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $592K | Sell |
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|
2023
Q1 | $593K | Buy |
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $539K | Buy |
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|
2022
Q1 | $561K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $2.73M | Sell |
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|
2021
Q2 | $2.98M | Buy |
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|
2021
Q1 | $2.65M | Sell |
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|
2020
Q4 | $2.71M | Buy |
|