Founders Financial Securities’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 | $807K | Sell |
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|
2025
Q2 | $886K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $3.84M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $828K | Sell |
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|
2021
Q4 | $4.15M | Sell |
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|
2021
Q3 | $7.07M | Buy |
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|
2021
Q2 | $3.27M | Buy |
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|
2021
Q1 | $733K | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $5.4M | Buy |
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|
2020
Q2 | $2.87M | Sell |
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|
2020
Q1 | $3.56M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5.22M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11.2M | Sell |
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|
2018
Q2 | $19.8M | Buy |
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|
2018
Q1 | $18M | Buy |
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