Fidelity Investments’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
Q2 | $777M | Buy |
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|
2025
Q1 | $575M | Buy |
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|
2024
Q4 | $133M | Sell |
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|
2024
Q3 | $137M | Buy |
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|
2024
Q2 | $117M | Buy |
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|
2024
Q1 | $107M | Sell |
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|
2023
Q4 | $89.6M | Sell |
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|
2023
Q3 | $89.1M | Sell |
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|
2023
Q2 | $123M | Sell |
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|
2023
Q1 | $334M | Sell |
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|
2022
Q4 | $623M | Buy |
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|
2022
Q3 | $463M | Buy |
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|
2022
Q2 | $377M | Buy |
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|
2022
Q1 | $396M | Buy |
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|
2021
Q4 | $413M | Buy |
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|
2021
Q3 | $303M | Sell |
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|
2021
Q2 | $320M | Buy |
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|
2021
Q1 | $251M | Buy |
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|
2020
Q4 | $201M | Buy |
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|
2020
Q3 | $158M | Buy |
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|
2020
Q2 | $134M | Sell |
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|
2020
Q1 | $195M | Buy |
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|
2019
Q4 | $227M | Buy |
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|
2019
Q3 | $162M | Buy |
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|
2019
Q2 | $121M | Buy |
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|
2019
Q1 | $50.8M | Buy |
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|
2018
Q4 | $29M | Buy |
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|
2018
Q3 | $4.58M | Buy |
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|
2018
Q2 | $3.79M | Sell |
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|
2018
Q1 | $4.16M | Buy |
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|
2017
Q4 | $592K | Buy |
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|
2017
Q3 | $309K | Sell |
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|
2017
Q2 | $403K | Sell |
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|
2017
Q1 | $285M | Buy |
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|
2016
Q4 | $186M | Buy |
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|
2016
Q3 | $102M | Buy |
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|
2016
Q2 | $25.2M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.74M | Sell |
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|
2015
Q3 | $1.82M | Sell |
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|
2015
Q2 | $6.09M | Buy |
|