Founders Financial Alliance’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 | $214K | Buy |
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|
2025
Q2 | $87.4K | Sell |
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|
2025
Q1 | $150K | Buy |
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|
2024
Q4 | $111K | Buy |
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|
2024
Q3 | $109K | Sell |
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|
2024
Q2 | $107K | Sell |
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|
2024
Q1 | $109K | Buy |
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|
2023
Q4 | $70.9K | Sell |
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|
2023
Q3 | $63.8K | Hold |
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|
2023
Q2 | $65.9K | Buy |
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|
2023
Q1 | $60.9K | Sell |
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|
2022
Q4 | $78.4K | Buy |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $62K | Hold |
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|
2022
Q1 | $76K | Sell |
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|
2021
Q4 | $87K | Sell |
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|
2021
Q3 | $120K | Buy |
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|
2021
Q2 | $96K | Buy |
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|
2021
Q1 | $83K | Buy |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $53K | Buy |
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