KKM Financial’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 | $558K | Hold |
2,321
| – | – | 0.19% | 92 |
|
|
2025
Q1 | $469K | Sell |
2,321
-200
| -8% | -$40.4K | 0.2% | 99 |
|
|
2024
Q4 | $522K | Hold |
2,521
| – | – | 0.22% | 95 |
|
|
2024
Q3 | $511K | Hold |
2,521
| – | – | 0.25% | 83 |
|
|
2024
Q2 | $491K | Hold |
2,521
| – | – | 0.23% | 93 |
|
|
2024
Q1 | $472K | Hold |
2,521
| – | – | 0.23% | 98 |
|
|
2023
Q4 | $396K | Buy |
+2,521
| New | +$396K | 0.25% | 87 |
|