Fortune Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
2,029
+641
| +46% | +$154K | 0.39% | 64 |
|
|
2025
Q1 | $281K | Buy |
1,388
+2
| +0.1% | +$404 | 0.24% | 81 |
|
|
2024
Q4 | $287K | Buy |
1,386
+1
| +0.1% | +$207 | 0.26% | 76 |
|
|
2024
Q3 | $281K | Sell |
1,385
-149
| -10% | -$30.2K | 0.25% | 78 |
|
|
2024
Q2 | $299K | Sell |
1,534
-115
| -7% | -$22.4K | 0.18% | 106 |
|
|
2024
Q1 | $309K | Buy |
1,649
+1
| +0.1% | +$187 | 0.2% | 108 |
|
|
2023
Q4 | $259K | Sell |
1,648
-12
| -0.7% | -$1.88K | 0.18% | 110 |
|
|
2023
Q3 | $232K | Sell |
1,660
-163
| -9% | -$22.8K | 0.18% | 107 |
|
|
2023
Q2 | $263K | Buy |
+1,823
| New | +$263K | 0.2% | 105 |
|