Corient Private Wealth’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 | $196M | Buy |
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|
2025
Q1 | $152M | Buy |
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|
2024
Q4 | $141M | Buy |
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|
2024
Q3 | $135M | Buy |
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|
2024
Q2 | $128M | Buy |
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|
2024
Q1 | $123M | Sell |
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|
2023
Q4 | $103M | Buy |
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|
2023
Q3 | $91.2M | Buy |
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|
2023
Q2 | $92.2M | Buy |
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|
2023
Q1 | $87.8M | Buy |
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|
2022
Q4 | $90.5M | Buy |
|