Haverford Trust Company’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
Q2 | $6.09M | Buy |
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|
2025
Q1 | $4.94M | Buy |
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|
2024
Q4 | $4.77M | Sell |
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|
2024
Q3 | $5.45M | Buy |
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|
2024
Q2 | $5.17M | Buy |
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|
2024
Q1 | $4.53M | Sell |
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|
2023
Q4 | $3.98M | Sell |
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|
2023
Q3 | $3.99M | Buy |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $5.77M | Buy |
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|
2022
Q4 | $5.56M | Buy |
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|
2022
Q3 | $4.84M | Buy |
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|
2022
Q2 | $4.63M | Buy |
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|
2022
Q1 | $4.57M | Buy |
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|
2021
Q4 | $3.35M | Buy |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $355K | Buy |
|