Copperleaf Capital’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 | $1.14M | Sell |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $792K | Buy |
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|
2022
Q4 | $740K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $872K | Buy |
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|
2021
Q4 | $900K | Buy |
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|
2021
Q3 | $698K | Buy |
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|
2021
Q2 | $570K | Sell |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $829K | Buy |
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