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Idaho Trust Bank’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Idaho Trust Bank’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,202
Closed -$413K – 113
2024
Q1 		$413K Buy
+2,202
New +$384K 0.4% 61

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Idaho Trust Bank's MTUM Position: Q2 2024 in Review

Idaho Trust Bank sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2024, closing a stake of 2,202 shares — an estimated $413K sold.

Idaho Trust Bank first reported a position in MTUM in Q1 2024 and held it in 1 quarter. The position peaked at $413K in Q1 2024. 693 funds tracked by Wall St. Rank hold MTUM as of Q2 2024.

  • Idaho Trust Bank reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 2,202 iShares MSCI USA Momentum Factor ETF shares in Q2 2024, an estimated $413K.
  • Idaho Trust Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's iShares MSCI USA Momentum Factor ETF position peaked at $413K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.