Freestone Capital Holdings’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
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $223K | Sell |
|
|||||
|
2025
Q2 | $253K | Sell |
|
|||||
|
2025
Q1 | $224K | Sell |
|
|||||
|
2024
Q4 | $238K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $230K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $308K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $111K | Buy |
|
|||||
|
2020
Q3 | $101K | Buy |
|