Envestnet Asset 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 | $3.04B | Buy |
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|
2025
Q1 | $2.33B | Sell |
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|
2024
Q4 | $2.61B | Buy |
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|
2024
Q3 | $1.61B | Buy |
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|
2024
Q2 | $1.54B | Sell |
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|
2024
Q1 | $1.55B | Buy |
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|
2023
Q4 | $1.12B | Buy |
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|
2023
Q3 | $966M | Buy |
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|
2023
Q2 | $957M | Sell |
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|
2023
Q1 | $942M | Sell |
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|
2022
Q4 | $1.45B | Buy |
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|
2022
Q3 | $750M | Buy |
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|
2022
Q2 | $714M | Buy |
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|
2022
Q1 | $637M | Buy |
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|
2021
Q4 | $665M | Sell |
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|
2021
Q3 | $1.18B | Buy |
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|
2021
Q2 | $1.07B | Buy |
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|
2021
Q1 | $917M | Buy |
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|
2020
Q4 | $459M | Sell |
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|
2020
Q3 | $647M | Buy |
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|
2020
Q2 | $324M | Buy |
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|
2020
Q1 | $225M | Buy |
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|
2019
Q4 | $265M | Sell |
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|
2019
Q3 | $515M | Sell |
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|
2019
Q2 | $630M | Buy |
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|
2019
Q1 | $365M | Sell |
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|
2018
Q4 | $487M | Buy |
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|
2018
Q3 | $412M | Sell |
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|
2018
Q2 | $495M | Buy |
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|
2018
Q1 | $386M | Buy |
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|
2017
Q4 | $263M | Sell |
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|
2017
Q3 | $245M | Buy |
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|
2017
Q2 | $111M | Buy |
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|
2017
Q1 | $29.2M | Sell |
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|
2016
Q4 | $40.6M | Buy |
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|
2016
Q3 | $33M | Buy |
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|
2016
Q2 | $30.7M | Buy |
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|
2016
Q1 | $25.1M | Buy |
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|
2015
Q4 | $19.4M | Buy |
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|
2015
Q3 | $11.5M | Buy |
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|
2015
Q2 | $8.67M | Buy |
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|
2015
Q1 | $8.1M | Buy |
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|
2014
Q4 | $6.15M | Sell |
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|
2014
Q3 | $5.9M | Sell |
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|
2014
Q2 | $6.6M | Buy |
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|
2014
Q1 | $5.99M | Buy |
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|
2013
Q4 | $5.18M | Buy |
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|
2013
Q3 | $4.22M | Buy |
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