Estate Counselors’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 | $615K | Hold |
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|
2025
Q2 | $577K | Hold |
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|
2025
Q1 | $485K | Hold |
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|
2024
Q4 | $497K | Hold |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $450K | Hold |
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|
2023
Q4 | $377K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $346K | Hold |
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|
2023
Q1 | $334K | Hold |
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|
2022
Q4 | $350K | Hold |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $327K | Sell |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $563K | Sell |
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|
2021
Q3 | $3.89M | Sell |
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|
2021
Q2 | $14.1M | Sell |
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|
2021
Q1 | $13.2M | Sell |
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|
2020
Q4 | $13.6M | Sell |
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|
2020
Q3 | $13M | Buy |
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|
2020
Q2 | $11.3M | Buy |
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|
2020
Q1 | $8.55M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11M | Sell |
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|
2018
Q3 | $14.4M | Buy |
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|
2018
Q2 | $13.1M | Buy |
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|
2018
Q1 | $12.4M | Sell |
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|
2017
Q4 | $13.5M | Sell |
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|
2017
Q3 | $14.3M | Buy |
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|
2017
Q2 | $11.9M | Buy |
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|
2017
Q1 | $2.11M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $876K | Sell |
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|
2016
Q2 | $2.1M | Hold |
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|
2016
Q1 | $2.01M | Buy |
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|
2015
Q4 | $1.69M | Hold |
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|
2015
Q3 | $1.57M | Buy |
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