Colonial River Investments’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 | – | Sell |
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|
2025
Q2 | $278K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $596K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $323K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $292 | Buy |
|