Collaborative Wealth Management’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 | $281K | Hold |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q1 | $382K | Buy |
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