EverSource 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
Q3 | $237K | Sell |
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|
2025
Q2 | $412K | Sell |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $161K | Buy |
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|
2024
Q3 | $13.6K | Sell |
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|
2024
Q2 | $12.9K | Buy |
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|
2024
Q1 | $11.6K | Sell |
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|
2023
Q4 | $19.9K | Sell |
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|
2023
Q3 | $27.3K | Buy |
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|
2023
Q2 | $18.8K | Sell |
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|
2023
Q1 | $18.9K | Sell |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $1K | Buy |
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