GA
Goldstein 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 | $2.23M | Sell |
9,265
-129
| -1% | -$31K | 0.3% | 37 |
|
|
2025
Q1 | $1.9M | Sell |
9,394
-495
| -5% | -$100K | 0.28% | 38 |
|
|
2024
Q4 | $2.05M | Buy |
9,889
+29
| +0.3% | +$6K | 0.3% | 36 |
|
|
2024
Q3 | $2M | Sell |
9,860
-396
| -4% | -$80.3K | 0.3% | 32 |
|
|
2024
Q2 | $2M | Sell |
10,256
-200
| -2% | -$39K | 0.33% | 33 |
|
|
2024
Q1 | $1.96M | Buy |
10,456
+71
| +0.7% | +$13.3K | 0.33% | 33 |
|
|
2023
Q4 | $1.63M | Sell |
10,385
-11
| -0.1% | -$1.73K | 0.27% | 59 |
|
|
2023
Q3 | $1.45M | Sell |
10,396
-1,427
| -12% | -$199K | 0.3% | 36 |
|
|
2023
Q2 | $1.71M | Sell |
11,823
-59
| -0.5% | -$8.51K | 0.36% | 35 |
|
|
2023
Q1 | $1.65M | Buy |
11,882
+169
| +1% | +$23.5K | 0.36% | 37 |
|
|
2022
Q4 | $1.71M | Buy |
+11,713
| New | +$1.71M | 0.41% | 35 |
|