FAS Wealth Partners’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 | $304K | Buy |
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|
2025
Q2 | $284K | Buy |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $777K | Sell |
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|
2021
Q3 | $861K | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $982K | Buy |
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|
2020
Q3 | $878K | Sell |
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|
2020
Q2 | $909K | Sell |
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|
2020
Q1 | $899K | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $981K | Buy |
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|
2018
Q4 | $863K | Buy |
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|
2018
Q3 | $987K | Sell |
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|
2018
Q2 | $911K | Sell |
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|
2018
Q1 | $897K | Buy |
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|
2017
Q4 | $855K | Sell |
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|
2017
Q3 | $828K | Sell |
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|
2017
Q2 | $841K | Buy |
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|
2017
Q1 | $770K | Buy |
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|
2016
Q4 | $679K | Buy |
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|
2016
Q3 | $601K | Buy |
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|
2016
Q2 | $479K | Buy |
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