Insight Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+880
| New | +$211K | 0.03% | 263 |
|
|
2023
Q2 | – | Sell |
-1,785
| Closed | -$248K | – | 302 |
|
|
2023
Q1 | $248K | Sell |
1,785
-298
| -14% | -$41.4K | 0.06% | 255 |
|
|
2022
Q4 | $299K | Sell |
2,083
-70
| -3% | -$10.1K | 0.1% | 244 |
|
|
2022
Q3 | $282K | Sell |
2,153
-178
| -8% | -$23.3K | 0.11% | 222 |
|
|
2022
Q2 | $327K | Sell |
2,331
-462
| -17% | -$64.8K | 0.11% | 217 |
|
|
2022
Q1 | $470K | Sell |
2,793
-355
| -11% | -$59.7K | 0.14% | 185 |
|
|
2021
Q4 | $572K | Sell |
3,148
-3,752
| -54% | -$682K | 0.17% | 145 |
|
|
2021
Q3 | $1.33M | Sell |
6,900
-2,831
| -29% | -$547K | 0.4% | 63 |
|
|
2021
Q2 | $1.7M | Sell |
9,731
-1,437
| -13% | -$251K | 0.53% | 47 |
|
|
2021
Q1 | $1.92M | Sell |
11,168
-707
| -6% | -$122K | 0.61% | 40 |
|
|
2020
Q4 | $1.92M | Buy |
+11,875
| New | +$1.92M | 0.72% | 33 |
|