Dorsey & Whitney Trust’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 | $693K | Sell |
|
|||||
|
2025
Q2 | $655K | Buy |
|
|||||
|
2025
Q1 | $367K | Buy |
|
|||||
|
2024
Q4 | $337K | Buy |
|
|||||
|
2024
Q3 | $264K | Sell |
|
|||||
|
2024
Q2 | $285K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $250K | Hold |
|
|||||
|
2022
Q4 | $263K | Hold |
|
|||||
|
2022
Q3 | $236K | Sell |
|
|||||
|
2022
Q2 | $436K | Hold |
|
|||||
|
2022
Q1 | $538K | Hold |
|
|||||
|
2021
Q4 | $582K | Hold |
|
|||||
|
2021
Q3 | $562K | Sell |
|
|||||
|
2021
Q2 | $763K | Sell |
|
|||||
|
2021
Q1 | $740K | Buy |
|