Empire Life Investments’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 | $590K | Sell |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.11M | Buy |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $2.85M | Buy |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $2.88M | Buy |
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|
2020
Q3 | $1.97M | Buy |
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|
2020
Q2 | $309K | Buy |
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|
2020
Q1 | $152K | Sell |
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|
2019
Q4 | $204K | Buy |
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