CIBC Private Wealth Group’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 | $477K | Buy |
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|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $254K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $186K | Buy |
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|
2024
Q2 | $119K | Sell |
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|
2024
Q1 | $120K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $207K | Hold |
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|
2018
Q3 | $245K | Buy |
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|
2018
Q2 | $144K | Hold |
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|
2018
Q1 | $139K | Buy |
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|
2017
Q4 | $81K | Buy |
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