Freedom Investment Management’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 | $911K | Buy |
3,791
+583
| +18% | +$140K | 0.07% | 278 |
|
|
2025
Q1 | $648K | Buy |
3,208
+665
| +26% | +$134K | 0.05% | 351 |
|
|
2024
Q4 | $526K | Buy |
2,543
+684
| +37% | +$142K | 0.04% | 415 |
|
|
2024
Q3 | $377K | Buy |
1,859
+16
| +0.9% | +$3.25K | 0.03% | 522 |
|
|
2024
Q2 | $359K | Sell |
1,843
-308
| -14% | -$60K | 0.03% | 518 |
|
|
2024
Q1 | $403K | Buy |
2,151
+570
| +36% | +$107K | 0.03% | 501 |
|
|
2023
Q4 | $248K | Buy |
+1,581
| New | +$248K | 0.02% | 654 |
|
|
2022
Q2 | – | Sell |
-1,680
| Closed | -$283K | – | 805 |
|
|
2022
Q1 | $283K | Sell |
1,680
-646
| -28% | -$109K | 0.03% | 628 |
|
|
2021
Q4 | $423K | Buy |
2,326
+838
| +56% | +$152K | 0.03% | 580 |
|
|
2021
Q3 | $261K | Buy |
1,488
+135
| +10% | +$23.7K | 0.02% | 670 |
|
|
2021
Q2 | $235K | Buy |
+1,353
| New | +$235K | 0.02% | 776 |
|