Cresset Asset Management’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 | $1.84M | Sell |
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|
2025
Q2 | $3.17M | Sell |
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|
2025
Q1 | $2.67M | Buy |
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|
2024
Q4 | $2.71M | Sell |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.86M | Sell |
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|
2024
Q1 | $3.02M | Buy |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $1.82M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $258K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $33K | Buy |
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|
2018
Q4 | $4K | Buy |
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