Golden State Equity Partners’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 | $1.37M | Buy |
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|
2025
Q3 | $980K | Buy |
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|
2025
Q2 | $774K | Buy |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $560K | Buy |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $620K | Buy |
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