Kingswood Wealth Advisors’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 | $4.58M | Sell |
19,047
-495
| -3% | -$119K | 0.36% | 57 |
|
|
2025
Q1 | $3.98M | Sell |
19,542
-18,760
| -49% | -$3.82M | 0.36% | 58 |
|
|
2024
Q4 | $7.93M | Buy |
38,302
+18,922
| +98% | +$3.92M | 0.6% | 24 |
|
|
2024
Q3 | $3.91M | Buy |
19,380
+236
| +1% | +$47.7K | 0.28% | 78 |
|
|
2024
Q2 | $3.73M | Buy |
19,144
+27
| +0.1% | +$5.26K | 0.34% | 66 |
|
|
2024
Q1 | $3.58M | Sell |
19,117
-552
| -3% | -$103K | 0.41% | 45 |
|
|
2023
Q4 | $3.09M | Buy |
19,669
+15,599
| +383% | +$2.45M | 0.35% | 62 |
|
|
2023
Q3 | $572K | Sell |
4,070
-16,519
| -80% | -$2.32M | 0.1% | 221 |
|
|
2023
Q2 | $2.97M | Buy |
+20,589
| New | +$2.97M | 0.95% | 24 |
|