Ken Fisher’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
Q2 | $219K | Sell |
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|
2025
Q1 | $452K | Buy |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $329K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $391K | Buy |
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|
2020
Q2 | $228K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $341K | Buy |
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