Hemington 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 | $368K | Sell |
|
|||||
|
2025
Q2 | $399K | Hold |
|
|||||
|
2025
Q1 | $336K | Sell |
|
|||||
|
2024
Q4 | $542K | Hold |
|
|||||
|
2024
Q3 | $531K | Buy |
|
|||||
|
2024
Q2 | $478K | Hold |
|
|||||
|
2024
Q1 | $461K | Hold |
|
|||||
|
2023
Q4 | $385K | Hold |
|
|||||
|
2023
Q3 | $343K | Hold |
|
|||||
|
2023
Q2 | $354K | Hold |
|
|||||
|
2023
Q1 | $341K | Hold |
|
|||||
|
2022
Q4 | $358K | Hold |
|
|||||
|
2022
Q3 | $322K | Hold |
|
|||||
|
2022
Q2 | $335K | Hold |
|
|||||
|
2022
Q1 | $413K | Sell |
|
|||||
|
2021
Q4 | $427K | Buy |
|
|||||
|
2021
Q3 | $445K | Sell |
|
|||||
|
2021
Q2 | $459K | Hold |
|
|||||
|
2021
Q1 | $425K | Hold |
|
|||||
|
2020
Q4 | $427K | Buy |
|