Geneos 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 | $3.88M | Sell |
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|
2025
Q2 | $4.4M | Sell |
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|
2025
Q1 | $5.7M | Buy |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.22M | Buy |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.22M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $998K | Sell |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.83M | Buy |
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|
2021
Q2 | $1.78M | Sell |
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|
2021
Q1 | $2.75M | Sell |
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|
2020
Q4 | $1.73M | Buy |
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|
2020
Q3 | $1.8M | Sell |
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|
2020
Q2 | $1.71M | Sell |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $2.11M | Sell |
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|
2019
Q3 | $5.27M | Sell |
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|
2019
Q2 | $5.46M | Buy |
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|
2019
Q1 | $1.82M | Sell |
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|
2018
Q4 | $2.17M | Buy |
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|
2018
Q3 | $2.51M | Buy |
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|
2018
Q2 | $2.13M | Buy |
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|
2018
Q1 | $1.43M | Buy |
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|
2017
Q4 | $478K | Buy |
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|
2017
Q3 | $412K | Sell |
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|
2017
Q2 | $768K | Buy |
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|
2017
Q1 | $344K | Sell |
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|
2016
Q4 | $380K | Buy |
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|
2016
Q3 | $375K | Buy |
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|
2016
Q2 | $130K | Buy |
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|
2016
Q1 | $86K | Buy |
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