D.A. Davidson & Co’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 | $6.63M | Buy |
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|
2025
Q2 | $6.15M | Buy |
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|
2025
Q1 | $2.08M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $3.08M | Sell |
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|
2023
Q3 | $2.86M | Sell |
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|
2023
Q2 | $3.07M | Sell |
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|
2023
Q1 | $3.21M | Sell |
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|
2022
Q4 | $3.38M | Sell |
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|
2022
Q3 | $3.06M | Sell |
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|
2022
Q2 | $3.47M | Sell |
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|
2022
Q1 | $4.38M | Buy |
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|
2021
Q4 | $4.62M | Sell |
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|
2021
Q3 | $4.62M | Buy |
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|
2021
Q2 | $4.55M | Buy |
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|
2021
Q1 | $4.02M | Buy |
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|
2020
Q4 | $4.02M | Buy |
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|
2020
Q3 | $3.66M | Sell |
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|
2020
Q2 | $3.4M | Sell |
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|
2020
Q1 | $2.76M | Buy |
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|
2019
Q4 | $3.17M | Buy |
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|
2019
Q3 | $2.93M | Sell |
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|
2019
Q2 | $2.92M | Buy |
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|
2019
Q1 | $2.43M | Buy |
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|
2018
Q4 | $2.38M | Buy |
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|
2018
Q3 | $2.71M | Buy |
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|
2018
Q2 | $2.4M | Buy |
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|
2018
Q1 | $2.19M | Buy |
|
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|
2017
Q4 | $1.85M | Buy |
|
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|
2017
Q3 | $1.51M | Buy |
|
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|
2017
Q2 | $1.36M | Buy |
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|
2017
Q1 | $1.06M | Buy |
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|
2016
Q4 | $751K | Buy |
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|
2016
Q3 | $541K | Buy |
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