Client 1st Advisory 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 | $282K | Sell |
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|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $485K | Sell |
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|
2024
Q2 | $584K | Sell |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $633K | Sell |
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|
2023
Q2 | $958K | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $877K | Buy |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $906K | Sell |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $543K | Sell |
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|
2019
Q4 | $1.47M | Buy |
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