Detalus Advisors’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
Q2 | $2.82M | Sell |
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2025
Q1 | $2.37M | Sell |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $2.23M | Buy |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $3.12M | Buy |
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|
2022
Q4 | $3M | Sell |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $8.59M | Sell |
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|
2022
Q1 | $11.5M | Sell |
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|
2021
Q4 | $12.6M | Buy |
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|
2021
Q3 | $11.8M | Buy |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $9.76M | Buy |
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|
2020
Q4 | $9.62M | Buy |
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|
2020
Q3 | $8.74M | Sell |
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|
2020
Q2 | $8.04M | Buy |
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|
2020
Q1 | $6.44M | Buy |
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|
2019
Q4 | $7.38M | Buy |
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