Clark Capital Management 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 | $244K | Sell |
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|
2025
Q2 | $69.1M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $45.3M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $17.1M | Sell |
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|
2021
Q4 | $20.6M | Sell |
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|
2021
Q3 | $224M | Buy |
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|
2021
Q2 | $9.4M | Buy |
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|
2021
Q1 | $4.73M | Buy |
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|
2020
Q4 | $2.87M | Sell |
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|
2020
Q3 | $79.9M | Buy |
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|
2020
Q2 | $948K | Sell |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $3.5M | Sell |
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|
2019
Q3 | $61.6M | Buy |
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|
2019
Q2 | $44.5M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8.18M | Sell |
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|
2018
Q2 | $34.1M | Sell |
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|
2018
Q1 | $63.6M | Buy |
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|
2017
Q4 | $59M | Buy |
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|
2017
Q3 | $53M | Buy |
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|
2017
Q2 | $37.8M | Buy |
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|
2017
Q1 | $2.92M | Sell |
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|
2016
Q4 | $2.91M | Sell |
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|
2016
Q3 | $3.15M | Buy |
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