Founders Financial Alliance’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 | $87.4K | Sell |
364
-379
| -51% | -$91K | 0.02% | 356 |
|
|
2025
Q1 | $150K | Buy |
743
+206
| +38% | +$41.7K | 0.04% | 360 |
|
|
2024
Q4 | $111K | Buy |
537
+1
| +0.2% | +$207 | 0.03% | 313 |
|
|
2024
Q3 | $109K | Sell |
536
-11
| -2% | -$2.23K | 0.03% | 322 |
|
|
2024
Q2 | $107K | Sell |
547
-33
| -6% | -$6.43K | 0.03% | 315 |
|
|
2024
Q1 | $109K | Buy |
580
+128
| +28% | +$24K | 0.03% | 315 |
|
|
2023
Q4 | $70.9K | Sell |
452
-5
| -1% | -$785 | 0.03% | 315 |
|
|
2023
Q3 | $63.8K | Hold |
457
| – | – | 0.03% | 302 |
|
|
2023
Q2 | $65.9K | Buy |
457
+19
| +4% | +$2.74K | 0.03% | 320 |
|
|
2023
Q1 | $60.9K | Sell |
438
-100
| -19% | -$13.9K | 0.03% | 288 |
|
|
2022
Q4 | $78.4K | Buy |
538
+85
| +19% | +$12.4K | 0.04% | 287 |
|
|
2022
Q3 | $59K | Hold |
453
| – | – | 0.03% | 302 |
|
|
2022
Q2 | $62K | Hold |
453
| – | – | 0.03% | 312 |
|
|
2022
Q1 | $76K | Sell |
453
-24
| -5% | -$4.03K | 0.03% | 283 |
|
|
2021
Q4 | $87K | Sell |
477
-208
| -30% | -$37.9K | 0.04% | 311 |
|
|
2021
Q3 | $120K | Buy |
685
+139
| +25% | +$24.4K | 0.06% | 265 |
|
|
2021
Q2 | $96K | Buy |
546
+28
| +5% | +$4.92K | 0.04% | 298 |
|
|
2021
Q1 | $83K | Buy |
518
+164
| +46% | +$26.3K | 0.04% | 289 |
|
|
2020
Q4 | $56K | Hold |
354
| – | – | 0.03% | 287 |
|
|
2020
Q3 | $53K | Buy |
+354
| New | +$53K | 0.03% | 364 |
|