GDS Wealth Management’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 | $714K | Buy |
|
|||||
|
2025
Q2 | $665K | Buy |
|
|||||
|
2025
Q1 | $509K | Buy |
|
|||||
|
2024
Q4 | $469K | Buy |
|
|||||
|
2024
Q3 | $426K | Buy |
|
|||||
|
2024
Q2 | $396K | Sell |
|
|||||
|
2024
Q1 | $396K | Sell |
|
|||||
|
2023
Q4 | $363K | Sell |
|
|||||
|
2023
Q3 | $336K | Sell |
|
|||||
|
2023
Q2 | $349K | Sell |
|
|||||
|
2023
Q1 | $347K | Sell |
|
|||||
|
2022
Q4 | $375K | Buy |
|
|||||
|
2022
Q3 | $324K | Buy |
|
|||||
|
2022
Q2 | $326K | Buy |
|
|||||
|
2022
Q1 | $348K | Buy |
|
|||||
|
2021
Q4 | $368K | Buy |
|