Keeler & Nadler Financial Planning & Wealth Management’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 | $3.34M | Sell |
13,877
-70
| -0.5% | -$16.8K | 1.33% | 20 |
|
|
2025
Q1 | $2.8M | Sell |
13,947
-223
| -2% | -$44.8K | 1.26% | 20 |
|
|
2024
Q4 | $2.93M | Sell |
14,170
-1,078
| -7% | -$223K | 1.37% | 17 |
|
|
2024
Q3 | $3.09M | Sell |
15,248
-1,659
| -10% | -$336K | 1.51% | 17 |
|
|
2024
Q2 | $3.29M | Sell |
16,907
-1,878
| -10% | -$366K | 1.81% | 16 |
|
|
2024
Q1 | $3.52M | Sell |
18,785
-5,908
| -24% | -$1.11M | 2.11% | 14 |
|
|
2023
Q4 | $3.87M | Buy |
+24,693
| New | +$3.87M | 2.8% | 11 |
|
|
2022
Q4 | $7.99M | Buy |
+54,755
| New | +$7.99M | 7.24% | 2 |
|
|
2021
Q4 | $8.05M | Buy |
+44,267
| New | +$8.05M | 7.41% | 3 |
|