Keystone Financial Group (Kentucky)’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 | $6.02M | Hold |
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|
2025
Q2 | $6.02M | Buy |
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|
2025
Q1 | $4.75M | Buy |
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|
2024
Q4 | $4.84M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $866K | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2022
Q4 | $1.94M | Sell |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $2.76M | Sell |
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|
2021
Q4 | $3.19M | Sell |
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|
2021
Q3 | $3.09M | Sell |
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|
2021
Q2 | $3.18M | Sell |
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|
2021
Q1 | $3.17M | Buy |
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|
2020
Q4 | $2.94M | Buy |
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|
2020
Q3 | $2.5M | Buy |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $1.94M | Sell |
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|
2019
Q3 | $2.3M | Buy |
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|
2019
Q2 | $2.1M | Buy |
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|
2019
Q1 | $1.81M | Buy |
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|
2018
Q4 | $1.53M | Buy |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $623K | Buy |
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