Creative Planning’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 | $11M | Buy |
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|
2025
Q2 | $10.3M | Sell |
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|
2025
Q1 | $8.72M | Buy |
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|
2024
Q4 | $6.88M | Buy |
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|
2024
Q3 | $6.57M | Sell |
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|
2024
Q2 | $6.44M | Sell |
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|
2024
Q1 | $6.99M | Buy |
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|
2023
Q4 | $5.09M | Sell |
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|
2023
Q3 | $5.27M | Sell |
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|
2023
Q2 | $6.74M | Sell |
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|
2023
Q1 | $6.83M | Sell |
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|
2022
Q4 | $7.44M | Sell |
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|
2022
Q3 | $7.05M | Sell |
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|
2022
Q2 | $7.76M | Buy |
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|
2022
Q1 | $9.11M | Sell |
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|
2021
Q4 | $10.1M | Sell |
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|
2021
Q3 | $10.3M | Sell |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $9.24M | Buy |
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|
2020
Q4 | $9.16M | Sell |
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|
2020
Q3 | $8.65M | Buy |
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|
2020
Q2 | $827K | Buy |
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|
2020
Q1 | $489K | Sell |
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|
2019
Q4 | $763K | Buy |
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|
2019
Q3 | $616K | Buy |
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|
2019
Q2 | $447K | Buy |
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|
2019
Q1 | $341K | Sell |
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|
2018
Q4 | $596K | Sell |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $1.73M | Buy |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $647K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $108K | Buy |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $10K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $113K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $40K | Sell |
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|
2015
Q3 | $55K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $7K | Hold |
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|
2014
Q3 | $7K | Buy |
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