Golden State 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 | $1.01M | Sell |
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|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $970K | Buy |
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|
2022
Q1 | $8.44M | Sell |
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|
2021
Q4 | $9.29M | Buy |
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|
2021
Q3 | $8.86M | Buy |
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|
2021
Q2 | $8.62M | Buy |
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|
2021
Q1 | $915K | Hold |
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|
2020
Q4 | $918K | Buy |
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|
2020
Q3 | $402K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.8M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4.28M | Sell |
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|
2019
Q2 | $4.29M | Sell |
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|
2019
Q1 | $4.41M | Buy |
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