GFA
Gallagher Fiduciary Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Sell |
30,468
-948
| -3% | -$228K | 0.28% | 23 |
|
|
2025
Q1 | $6.35M | Buy |
31,416
+111
| +0.4% | +$22.4K | 0.21% | 34 |
|
|
2024
Q4 | $6.48M | Sell |
31,305
-387
| -1% | -$80.1K | 1.27% | 20 |
|
|
2024
Q3 | $6.43M | Sell |
31,692
-3,259
| -9% | -$661K | 1.3% | 18 |
|
|
2024
Q2 | $6.81M | Buy |
34,951
+5,398
| +18% | +$1.05M | 1.53% | 14 |
|
|
2024
Q1 | $5.54M | Buy |
29,553
+1,149
| +4% | +$215K | 0.2% | 24 |
|
|
2023
Q4 | $4.46M | Buy |
28,404
+10,735
| +61% | +$1.68M | 0.15% | 26 |
|
|
2023
Q3 | $2.47M | Sell |
17,669
-4,527
| -20% | -$632K | 0.22% | 28 |
|
|
2023
Q2 | $3.2M | Sell |
22,196
-994
| -4% | -$143K | 0.24% | 30 |
|
|
2023
Q1 | $3.22M | Buy |
+23,190
| New | +$3.22M | 0.27% | 29 |
|