Donaldson Capital 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 | $1.52M | Sell |
|
|||||
|
2025
Q2 | $1.62M | Sell |
|
|||||
|
2025
Q1 | $2.35M | Buy |
|
|||||
|
2024
Q4 | $2.24M | Sell |
|
|||||
|
2024
Q3 | $2.42M | Sell |
|
|||||
|
2024
Q2 | $2.52M | Sell |
|
|||||
|
2024
Q1 | $2.82M | Sell |
|
|||||
|
2023
Q4 | $3.05M | Sell |
|
|||||
|
2023
Q3 | $4.07M | Sell |
|
|||||
|
2023
Q2 | $12.4M | Sell |
|
|||||
|
2023
Q1 | $12.6M | Buy |
|
|||||
|
2022
Q4 | $12.6M | Sell |
|
|||||
|
2022
Q3 | $11.6M | Sell |
|
|||||
|
2022
Q2 | $12.7M | Sell |
|
|||||
|
2022
Q1 | $16.9M | Buy |
|
|||||
|
2021
Q4 | $17.9M | Buy |
|
|||||
|
2021
Q3 | $16.2M | Buy |
|
|||||
|
2021
Q2 | $15.9M | Sell |
|
|||||
|
2021
Q1 | $15.3M | Buy |
|
|||||
|
2020
Q4 | $15M | Buy |
|
|||||
|
2020
Q3 | $12.7M | Buy |
|
|||||
|
2020
Q2 | $11.2M | Buy |
|
|||||
|
2020
Q1 | $8.63M | Buy |
|
|||||
|
2019
Q4 | $9.88M | Buy |
|
|||||
|
2019
Q3 | $7.83M | Buy |
|
|||||
|
2019
Q2 | $6.17M | Buy |
|