Creekmur Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | -$3 | – | 838 |
|
2025
Q1 | – | Hold |
0
| – | -$3 | – | 769 |
|
2024
Q4 | – | Hold |
0
| – | -$3 | – | 928 |
|
2024
Q3 | – | Hold |
0
| – | -$3 | – | 1004 |
|
2024
Q2 | – | Sell |
-1
| Closed | -$126 | – | 1046 |
|
2024
Q1 | $126 | Sell |
1
-2
| -67% | -$252 | ﹤0.01% | 793 |
|
2023
Q4 | $514 | Buy |
+3
| New | +$514 | ﹤0.01% | 745 |
|