Fermata 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 | $1.96M | Buy |
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|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $2.92M | Sell |
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|
2021
Q4 | $3.85M | Sell |
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|
2021
Q3 | $4.5M | Buy |
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|
2021
Q2 | $4.42M | Sell |
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|
2021
Q1 | $4.33M | Buy |
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