Cherry Tree 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
Q2 | $279K | Buy |
1,162
+51
| +5% | +$12.3K | 0.06% | 137 |
|
|
2025
Q1 | $225K | Buy |
1,111
+41
| +4% | +$8.29K | 0.05% | 149 |
|
|
2024
Q4 | $221K | Sell |
1,070
-17
| -2% | -$3.52K | 0.05% | 151 |
|
|
2024
Q3 | $220K | Buy |
1,087
+8
| +0.7% | +$1.62K | 0.05% | 156 |
|
|
2024
Q2 | $210K | Sell |
1,079
-277
| -20% | -$54K | 0.05% | 155 |
|
|
2024
Q1 | $254K | Hold |
1,356
| – | – | 0.06% | 144 |
|
|
2023
Q4 | $213K | Buy |
1,356
+13
| +1% | +$2.04K | 0.06% | 148 |
|
|
2023
Q3 | $188K | Hold |
1,343
| – | – | 0.06% | 143 |
|
|
2023
Q2 | $194K | Buy |
+1,343
| New | +$194K | 0.06% | 145 |
|