Empirical 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
Q2 | $248M | Buy |
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|
2025
Q1 | $206M | Buy |
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|
2024
Q4 | $206M | Buy |
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|
2024
Q3 | $195M | Buy |
|
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|
2024
Q2 | $162M | Buy |
|
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|
2024
Q1 | $154M | Buy |
|
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|
2023
Q4 | $129M | Buy |
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|
2023
Q3 | $110M | Buy |
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|
2023
Q2 | $109M | Buy |
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|
2023
Q1 | $97.6M | Buy |
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|
2022
Q4 | $92.8M | Buy |
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|
2022
Q3 | $72M | Buy |
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|
2022
Q2 | $62M | Buy |
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|
2022
Q1 | $64.4M | Buy |
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|
2021
Q4 | $30.3M | Buy |
|