Exencial 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 | $6.71M | Sell |
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|
2025
Q2 | $6.6M | Sell |
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|
2025
Q1 | $5.66M | Sell |
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|
2024
Q4 | $5.99M | Sell |
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|
2024
Q3 | $6.05M | Sell |
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|
2024
Q2 | $5.92M | Sell |
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|
2024
Q1 | $5.83M | Sell |
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|
2023
Q4 | $5.02M | Sell |
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|
2023
Q3 | $4.69M | Sell |
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|
2023
Q2 | $5.1M | Sell |
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|
2023
Q1 | $5.05M | Sell |
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|
2022
Q4 | $5.32M | Sell |
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|
2022
Q3 | $4.91M | Buy |
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|
2022
Q2 | $4.9M | Buy |
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|
2022
Q1 | $5.11M | Buy |
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|
2021
Q4 | $5.33M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.47M | Buy |
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|
2021
Q1 | $3.98M | Buy |
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|
2020
Q4 | $3.85M | Sell |
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|
2020
Q3 | $4.03M | Buy |
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|
2020
Q2 | $3.3M | Buy |
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|
2020
Q1 | $1.73M | Buy |
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|
2019
Q4 | $827K | Buy |
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|
2019
Q3 | $233K | Buy |
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