Epstein & White Financial’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
2021
Q2
$13.4M Buy
2021
Q1
$11.7M Buy
2020
Q4
$8.16M Buy
2020
Q3
$7.08M Buy
2019
Q1
Sell
2018
Q4
$296K Sell
2018
Q3
$829K Sell
2018
Q2
$1.93M Sell
2018
Q1
$21.9M Buy
2017
Q4
$1.97M Buy