Kestra Private Wealth 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
Q2 | $5.46M | Sell |
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|
2025
Q1 | $9.45M | Buy |
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|
2024
Q4 | $9.33M | Buy |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $2.38M | Buy |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $2.65M | Sell |
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|
2022
Q4 | $3M | Sell |
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|
2022
Q3 | $6.08M | Sell |
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|
2022
Q2 | $8.22M | Sell |
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|
2022
Q1 | $15.6M | Buy |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $11M | Buy |
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|
2021
Q2 | $7.33M | Buy |
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|
2021
Q1 | $5.18M | Buy |
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|
2020
Q4 | $3.09M | Buy |
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|
2020
Q3 | $2.57M | Buy |
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