Horst & Graben 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 | $2.75M | Sell |
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|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $590K | Sell |
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|
2023
Q2 | $822K | Sell |
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|
2023
Q1 | $2.62M | Sell |
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|
2022
Q4 | $4.13M | Buy |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $495K | Sell |
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|
2021
Q3 | $607K | Sell |
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|
2021
Q2 | $3.43M | Buy |
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|
2021
Q1 | $2.72M | Buy |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $289K | Buy |
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|
2020
Q1 | $235K | Buy |
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