Kelly Financial Services’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 | $6.48M | Sell |
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|
2025
Q2 | $6.5M | Buy |
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|
2025
Q1 | $4.76M | Buy |
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|
2024
Q4 | $4.59M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $34.2K | Sell |
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|
2024
Q1 | $226K | Buy |
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|
2023
Q4 | $25.4K | Sell |
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|
2023
Q3 | $28.5K | Sell |
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|
2023
Q2 | $50.2K | Sell |
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|
2023
Q1 | $768K | Sell |
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|
2022
Q4 | $3.5M | Buy |
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|
2022
Q3 | $1.6K | Hold |
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|
2022
Q2 | $1.65K | Sell |
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|
2022
Q1 | $7.77K | Buy |
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|
2021
Q4 | $2.19K | Hold |
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|
2021
Q3 | $2.11K | Sell |
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|
2021
Q2 | $934K | Buy |
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|
2021
Q1 | $159K | Buy |
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