Clarus Wealth 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 | $4.9M | Buy |
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|
2025
Q2 | $4.44M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.59M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $4.96M | Sell |
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|
2020
Q3 | $4.44M | Buy |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $914K | Buy |
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|
2019
Q4 | $894K | Sell |
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|
2019
Q3 | $925K | Buy |
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|
2019
Q2 | $851K | Buy |
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|
2019
Q1 | $286K | Buy |
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|
2018
Q4 | $157K | Sell |
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|
2018
Q3 | $196K | Sell |
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|
2018
Q2 | $270K | Hold |
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|
2018
Q1 | $270K | Buy |
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