Empire Financial Management Company’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 | $452K | Sell |
|
|||||
|
2025
Q2 | $442K | Sell |
|
|||||
|
2025
Q1 | $422K | Sell |
|
|||||
|
2024
Q4 | $453K | Sell |
|
|||||
|
2024
Q3 | $464K | Sell |
|
|||||
|
2024
Q2 | $465K | Hold |
|
|||||
|
2024
Q1 | $447K | Sell |
|
|||||
|
2023
Q4 | $396K | Hold |
|
|||||
|
2023
Q3 | $353K | Sell |
|
|||||
|
2023
Q2 | $379K | Sell |
|
|||||
|
2023
Q1 | $420K | Buy |
|