Dakota Wealth 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 | $783K | Hold |
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|
2025
Q2 | $734K | Sell |
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|
2025
Q1 | $637K | Sell |
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|
2024
Q4 | $682K | Sell |
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|
2024
Q3 | $678K | Buy |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $529K | Sell |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $480K | Sell |
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|
2023
Q2 | $644K | Buy |
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|
2023
Q1 | $554K | Sell |
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|
2022
Q4 | $627K | Sell |
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|
2022
Q3 | $624K | Sell |
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|
2022
Q2 | $754K | Sell |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $6.89M | Buy |
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|
2020
Q3 | $2.94M | Sell |
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|
2020
Q2 | $2.71M | Buy |
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|
2020
Q1 | $2.17M | Buy |
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|
2019
Q4 | $2.51M | Sell |
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|
2019
Q3 | $2.43M | Buy |
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|
2019
Q2 | $1.9M | Buy |
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|
2019
Q1 | $1.55M | Buy |
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|
2018
Q4 | $738K | Hold |
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|
2018
Q3 | $738K | Buy |
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