Ethos Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,020
| Closed | -$753K | – | 307 |
|
|
2024
Q1 | $753K | Buy |
+4,020
| New | +$753K | 0.14% | 98 |
|
|
2023
Q4 | – | Sell |
-22,835
| Closed | -$3.2M | – | 288 |
|
|
2023
Q3 | $3.2M | Buy |
+22,835
| New | +$3.2M | 0.83% | 37 |
|
|
2023
Q1 | – | Sell |
-14,618
| Closed | -$2.13M | – | 198 |
|
|
2022
Q4 | $2.13M | Buy |
+14,618
| New | +$2.13M | 0.72% | 34 |
|