Commonwealth Equity Services’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
Q2 | $85.4M | Buy |
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2025
Q1 | $71.8M | Buy |
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2024
Q4 | $69.1M | Buy |
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2024
Q3 | $41.8M | Sell |
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2024
Q2 | $50.7M | Sell |
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2024
Q1 | $54.7M | Buy |
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2023
Q4 | $43M | Sell |
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2023
Q3 | $49.2M | Sell |
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2023
Q2 | $52.1M | Sell |
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2023
Q1 | $59.7K | Sell |
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2022
Q4 | $62.9M | Buy |
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2022
Q3 | $51.4M | Sell |
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2022
Q2 | $58.8M | Sell |
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2022
Q1 | $79.2M | Sell |
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2021
Q4 | $110M | Sell |
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2021
Q3 | $114M | Sell |
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2021
Q2 | $125M | Sell |
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2021
Q1 | $117M | Buy |
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2020
Q4 | $112M | Sell |
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2020
Q3 | $103M | Sell |
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2020
Q2 | $101M | Buy |
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2020
Q1 | $67.6M | Sell |
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2019
Q4 | $88.2M | Buy |
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2019
Q3 | $83M | Buy |
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2019
Q2 | $75M | Sell |
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2019
Q1 | $75.1M | Sell |
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2018
Q4 | $72.7M | Buy |
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2018
Q3 | $74.4M | Buy |
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2018
Q2 | $67.1M | Buy |
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2018
Q1 | $45.5M | Buy |
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2017
Q4 | $35M | Buy |
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2017
Q3 | $27.9M | Buy |
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2017
Q2 | $17.9M | Buy |
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2017
Q1 | $12.1M | Sell |
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2016
Q4 | $15.6M | Sell |
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2016
Q3 | $18.6M | Buy |
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2016
Q2 | $5.69M | Buy |
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2016
Q1 | $4.75M | Buy |
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2015
Q4 | $4.63M | Buy |
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2015
Q3 | $2.92M | Buy |
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2015
Q2 | $1.05M | Buy |
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2015
Q1 | $926K | Buy |
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