Elmwood 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
Q4 | $633K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $38K | Buy |
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|
2021
Q2 | $36K | Hold |
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|
2021
Q1 | $34K | Buy |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $28K | Sell |
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|
2020
Q1 | $37.1K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $25K | Sell |
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|
2019
Q2 | $27K | Sell |
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|
2019
Q1 | $34K | Sell |
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|
2018
Q4 | $35K | Hold |
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|
2018
Q3 | $41.6K | Hold |
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|
2018
Q2 | $38.4K | Hold |
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|
2018
Q1 | $37.1K | Buy |
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