FourThought Financial Partners’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 | $260K | Buy |
1,080
+25
| +2% | +$6.01K | 0.03% | 253 |
|
|
2025
Q1 | $213K | Buy |
1,055
+1
| +0.1% | +$202 | 0.02% | 297 |
|
|
2024
Q4 | $218K | Hold |
1,054
| – | – | 0.02% | 292 |
|
|
2024
Q3 | $214K | Buy |
1,054
+1
| +0.1% | +$203 | 0.03% | 168 |
|
|
2024
Q2 | $205K | Buy |
+1,053
| New | +$205K | 0.03% | 176 |
|
|
2023
Q3 | – | Sell |
-3,168
| Closed | -$457K | – | 324 |
|
|
2023
Q2 | $457K | Sell |
3,168
-14,005
| -82% | -$2.02M | 0.06% | 203 |
|
|
2023
Q1 | $2.39M | Sell |
17,173
-51
| -0.3% | -$7.09K | 0.33% | 78 |
|
|
2022
Q4 | $2.51M | Buy |
+17,224
| New | +$2.51M | 0.36% | 75 |
|