Keystone Financial Services (Colorado)’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 | $6.17M | Sell |
25,693
-881
| -3% | -$212K | 2.1% | 14 |
|
|
2025
Q1 | $5.37M | Buy |
26,574
+25,057
| +1,652% | +$5.06M | 2.05% | 12 |
|
|
2024
Q4 | $314K | Buy |
+1,517
| New | +$314K | 0.12% | 73 |
|
|
2023
Q1 | – | Sell |
-23,291
| Closed | -$3.38M | – | 82 |
|
|
2022
Q4 | $3.38M | Buy |
23,291
+680
| +3% | +$98.7K | 1.82% | 11 |
|
|
2022
Q3 | $3.28M | Buy |
+22,611
| New | +$3.28M | 1.91% | 11 |
|
|
2022
Q1 | – | Sell |
-1,837
| Closed | -$334K | – | 83 |
|
|
2021
Q4 | $334K | Buy |
+1,837
| New | +$334K | 0.17% | 60 |
|