Elevated Capital 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 | $359K | Hold |
|
|||||
|
2025
Q1 | $359K | Sell |
|
|||||
|
2024
Q4 | $376K | Sell |
|
|||||
|
2024
Q3 | $387K | Buy |
|
|||||
|
2024
Q2 | $223K | Sell |
|
|||||
|
2024
Q1 | $261K | Sell |
|
|||||
|
2023
Q4 | $2.92M | Sell |
|
|||||
|
2023
Q3 | $2.74M | Buy |
|
|||||
|
2023
Q2 | $2.82M | Buy |
|
|||||
|
2023
Q1 | $2.42M | Sell |
|
|||||
|
2022
Q4 | $2.62M | Sell |
|
|||||
|
2022
Q3 | $2.58M | Buy |
|