EP Wealth Advisors’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 | $903K | Buy |
|
|||||
|
2025
Q1 | $574K | Sell |
|
|||||
|
2024
Q4 | $784K | Buy |
|
|||||
|
2024
Q3 | $610K | Buy |
|
|||||
|
2024
Q2 | $405K | Buy |
|
|||||
|
2024
Q1 | $362K | Sell |
|
|||||
|
2023
Q4 | $305K | Sell |
|
|||||
|
2023
Q3 | $320K | Buy |
|
|||||
|
2023
Q2 | $329K | Sell |
|
|||||
|
2023
Q1 | $171M | Buy |
|
|||||
|
2022
Q4 | $348K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $396K | Sell |
|
|||||
|
2022
Q1 | $578K | Buy |
|
|||||
|
2021
Q4 | $495K | Sell |
|
|||||
|
2021
Q3 | $497K | Buy |
|
|||||
|
2021
Q2 | $421K | Sell |
|
|||||
|
2021
Q1 | $487K | Buy |
|
|||||
|
2020
Q4 | $230K | Sell |
|
|||||
|
2020
Q3 | $220K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $276K | Sell |
|
|||||
|
2019
Q3 | $426K | Sell |
|
|||||
|
2019
Q2 | $453K | Buy |
|