Financial Engines 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 | $1.01M | Buy |
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|
2025
Q2 | $940K | Sell |
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2025
Q1 | $890K | Buy |
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|
2024
Q4 | $847K | Sell |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $796K | Buy |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $658K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $617K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Buy |
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