CIA
Concurrent Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
17,914
+8,699
| +94% | +$2.09M | 0.08% | 251 |
|
|
2025
Q1 | $1.86M | Buy |
9,215
+5,388
| +141% | +$1.09M | 0.05% | 375 |
|
|
2024
Q4 | $792K | Buy |
3,827
+1,878
| +96% | +$389K | 0.02% | 544 |
|
|
2024
Q3 | $395K | Buy |
1,949
+334
| +21% | +$67.7K | 0.01% | 678 |
|
|
2024
Q2 | $315K | Sell |
1,615
-295
| -15% | -$57.5K | 0.01% | 716 |
|
|
2024
Q1 | $358K | Sell |
1,910
-187
| -9% | -$35K | 0.01% | 625 |
|
|
2023
Q4 | $329K | Buy |
+2,097
| New | +$329K | 0.02% | 618 |
|