Kathleen S. Wright Associates’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 | $964K | Sell |
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|
2025
Q2 | $928K | Sell |
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|
2025
Q1 | $832K | Sell |
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|
2024
Q4 | $875K | Hold |
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|
2024
Q3 | $858K | Sell |
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|
2024
Q2 | $835K | Sell |
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|
2024
Q1 | $970K | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.66M | Sell |
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|
2023
Q1 | $3.02M | Sell |
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|
2022
Q4 | $3.36M | Buy |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $2.66M | Buy |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $2.82M | Buy |
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