HB 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 | $1.32M | Buy |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $914K | Buy |
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|
2023
Q3 | $807K | Sell |
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|
2023
Q2 | $842K | Sell |
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|
2023
Q1 | $927K | Buy |
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|
2022
Q4 | $875K | Sell |
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|
2022
Q3 | $819K | Sell |
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|
2022
Q2 | $901K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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