Cooper Financial 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 | $507K | Sell |
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|
2025
Q2 | $497K | Buy |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $370K | Sell |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $763K | Sell |
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|
2022
Q3 | $969K | Buy |
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|
2022
Q2 | $899K | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.71M | Sell |
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|
2021
Q3 | $2.84M | Sell |
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|
2021
Q2 | $8.24M | Buy |
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|
2021
Q1 | $7M | Buy |
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|
2020
Q4 | $2.47M | Buy |
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|
2020
Q3 | $2.23M | Buy |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4.38M | Buy |
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|
2019
Q2 | $4.29M | Buy |
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|
2019
Q1 | $3.81M | Sell |
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|
2018
Q4 | $7.79M | Buy |
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