Financial Life 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 | $424K | Sell |
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|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $420K | Hold |
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|
2024
Q4 | $430K | Hold |
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $718K | Sell |
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|
2023
Q2 | $882K | Sell |
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|
2023
Q1 | $3.93M | Buy |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $4.74M | Sell |
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|
2022
Q2 | $5.58M | Buy |
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|
2022
Q1 | $5.58M | Sell |
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|
2021
Q4 | $7.03M | Buy |
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|
2021
Q3 | $6.66M | Buy |
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|
2021
Q2 | $6.2M | Buy |
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|
2021
Q1 | $5.46M | Buy |
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|
2020
Q4 | $5.43M | Sell |
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|
2020
Q3 | $5.2M | Sell |
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|
2020
Q2 | $4.71M | Sell |
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|
2020
Q1 | $3.83M | Buy |
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|
2019
Q4 | $4.38M | Sell |
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|
2019
Q3 | $4.22M | Buy |
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|
2019
Q2 | $4.1M | Buy |
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|
2019
Q1 | $3.86M | Buy |
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|
2018
Q4 | $2.99M | Buy |
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|
2018
Q3 | $3.26M | Buy |
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|
2018
Q2 | $2.6M | Buy |
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|
2018
Q1 | $1.98M | Sell |
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|
2017
Q4 | $2.42M | Buy |
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