HBK Sorce Advisory’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 | $385K | Sell |
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|
2025
Q2 | $364K | Sell |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $435K | Hold |
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|
2024
Q2 | $418K | Sell |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $671K | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $518K | Hold |
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|
2021
Q3 | $501K | Sell |
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|
2021
Q2 | $498K | Sell |
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|
2021
Q1 | $466K | Buy |
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|
2020
Q4 | $323K | Buy |
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